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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2009-08-17 |
| NJ | RA | APPROVED | 2004-04-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jersey City | NJ | 03/1998 | Present |
| Bank Of America, N.A. | Paramus | NJ | 11/2009 | Present |
I*74993 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: LLC INVESTMENT RELATED: Y ADDRESS OF BUSINESS: ALLENDALE, NEW JERSEY 07401 NATURE OF BUSINESS: LLC, POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 8/28/2014 NUMBER OF HOURS DEVOTED: 1 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: RESIDENTIAL RENTAL I*136029 For profit or not for profit: For-Profit Organization Name of outside business organization: Rental Investment related: Y Address of business: Ship Bottom, New Jersey 07401 Nature of business: LLC, Position, title, association: Owner, Start date of relationship: 2/4/2021 Number of hours devoted: 5 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: rental property i own I*1281289 For profit or not for profit: Entity Charitable Name of outside business organization: INSTITUTE FOR EDUCATIONAL ACHIEVEMENT Investment related: N Address of business: OBA, OBA, OBA Nature of business: ["School, College or University"] Position, title, association: ["Officer"], Start date of relationship: 3/24/2023 Number of hours devoted: 200 hour(s) Yearly Number of hours devoted during trading hours: 0 Duties: , Sit on board and help make decisions on future plans of the school. I am the current President of the board and co-head of the capital campaign.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-10-23 |
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