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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-06-19 |
| NJ | RA | APPROVED | 2025-06-18 |
Branch Locations
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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Florham Park | NJ | 03/2012 | 03/2020 |
| Ameriprise Financial Services, Llc | Bedminster | NJ | 03/2020 | 06/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bedminster | NJ | 06/2025 | Present |
| Bank Of America, N.A. | Bedminster | NJ | 07/2025 | Present |
I*: 394559 Entity Type: Charitable Organization Name of OBA: Centenary College Address: Hackettstown, NJ Investment Related: No Position, Title, Association: Participant Employee Start Date: 5/19/2011 Number of Hours: 1 hr annually Number of Hours during trading: 0 Duties: Member of Q&A panel for a college business class at Centenary College
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-19 |
| S63 | Uniform Securities Agent State Law Examination | 1999-12-14 |
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