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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-04-19 |
| TX | RA | APPROVED_RES | 2013-02-15 |
| NJ | RA | APPROVED | 2004-09-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Sparta | NJ | 07/1986 | Present |
| Bank Of America, N.A. | Sparta | NJ | 06/2011 | Present |
I*: 3104297 Entity Type: Fiduciary role Name of OBA: POA for A. B. Address: Newton, NJ 07860 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 11/3/2025 Number of Hours: 1 hr mthly Number of Hours during trading: 0 Duties: Power of Attorney/Child/Grandchild
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-08-01 |
| S63 | Uniform Securities Agent State Law Examination | 1995-04-06 |
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