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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2022-07-18 |
| TX | RA | APPROVED_RES | 2022-06-15 |
Branch Locations
1100-1800 American Blvd Retirement & Personal Wealth Solutions, Pennington, NJ 08534 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bcg Securities Inc | Delran | NJ | 12/2010 | 12/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pennington | NJ | 01/2021 | Present |
| Nova Associates | Delran | NJ | 06/2019 | 03/2020 |
| Tra | Delran | NJ | 06/2016 | 06/2019 |
| Ma Mutual Life Insurance | Delran | NJ | 11/1996 | 09/2019 |
I*1758327 Entity Type: Charitable Name of OBA: JERSEY SHORE CALVARY CHAPEL Address:Point Pleasant Beach, NJ Investment Related:Yes Position, Title, Association:Board Member Start Date:03/25/2024 No Hours: 4 Monthly No Hours during trading:0 Duties:Church board member, responsibilities include stewardship and spiritual leadership. We would discuss church finances which may or may not include checking accounts, money market accounts, health insurance, key man life insurance, property and auto insurances. I do not have individual authority, just one vote in 9 based on committee decision making.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-08 |
| S63 | Uniform Securities Agent State Law Examination | 2021-11-16 |
| S65 | Uniform Investment Adviser Law Examination | 2000-03-22 |
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