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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2009-06-12 |
| NJ | RA | APPROVED | 2009-06-08 |
Branch Locations
3100 Hingston Ave, Egg Harbor Township, NJ 08234 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenne And Smith, Inc | Egg Harbor Township | NJ | 05/2009 | Present |
| Bank Of America, Na | Egg Harbor Township | NJ | 09/2009 | Present |
I*851308 Entity Type: Charitable Name of outside business organization: Lisa Oakley memorial foundation Investment related: N0 Address of business: Egg Harbor Township, New Jersey, 08234 Position, title, association: Board Member, Officer Start date of relationship: 5/18/2022 Number of hours devoted: 5 hours Monthly Number of hours devoted during trading hours: 0 Duties: President of foundation. General fund raising and oversight of donations towards patient care and research I*: 2691272 Entity Type: Charitable Name of OBA: S. K. comprehensive cancer center advisory council Address: Philadelphia, PA 19107 Investment Related: No Position, Title, Association: Committee member Employee Start Date: 08/25/2025 Number of Hours: 12 hrs annually Number of Hours during trading: 0 Duties: Qrty board meetings and research update conference calls
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-03-22 |
| S63 | Uniform Securities Agent State Law Examination | 1987-10-26 |
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