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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2004-12-08 |
| TX | RA | APPROVED_RES | 1996-07-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Edison | NJ | 10/1986 | Present |
| Bank Of America,Na | Edison | NJ | 09/2009 | Present |
I*: 2301259 Entity Type: Charitable Name of OBA: CAFRICO, Inc Address: Flemington, NJ 08822 Investment Related: No Position, Title, Association: Board member Employee Start Date: 04/14/2025 Number of Hours: 10 hrs annually Number of Hours during trading: 0 Duties: CAFRICO is a non-profit organization collecting charitable donations for distribution to PEMAKADE MECHO (health clinic in Uganda) and for other non-profit organizations. I will be a board member helping to make decision on how to allocate funds for this organization.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-11-30 |
| S63 | Uniform Securities Agent State Law Examination | 1986-08-20 |
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