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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2014-03-19 |
| TX | RA | APPROVED | 2014-03-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lawrenceville | NJ | 02/1988 | Present |
| Bank Of America, N.A. | Princeton | NJ | 04/2014 | Present |
I*3253266, Entity Type: , Name of OBA: P A. R, Address: Cranbury, New Jersey, 08512, Investment Related: N, Position, Title, Association: Executor, Employee State Date: 12/01/2025, No Hours: 2 Weekly, No Hours during Trading: 0 Weekly, Duties: I*3374266, Entity Type, Name of OBA: D C S ADMIN EST OF P A. RAddress: CranburyNew Jersey08512 Investment Related:No Position, Title, Association: AdministratorEmployee Start Date: 12/23/2025 No Hours: 2 weekly No Hours during trading: 0 Duties:
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-09-11 |
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