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200 W. Madison St. Suite 2500, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-10-19 |
Branch Locations
200 Lake Drive East Suite 204, Cherry Hill, NJ 08002 • United States
200 W. Madison St. Suite 2500, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealth Cmt | Cherry Hill | NJ | 07/2008 | 09/2023 |
| Hightower Advisors | Chicago | IL | 09/2023 | Present |
1) INSURANCE BROKERAGE - DISABILITY/HEALTH/LTC SALES & SERVICE. FEE-BASED PLANNING UNDER INDEPENDENT RIA; 07/01/2008-PRESENT; PROPRIETOR/OWNER; 2) CAMP RAMAH IN THE POCONOS; 2100 ARCH ST., PHILADELPHIA, PA 19103; BOARD MEMBER - RELIGIOUS-BASED SUMMER CAMP; SERVE ON INVESTMENT COMMITTEE; ASSIST IN FUNDRAISING EFFORTS; NO COMPENSATION; 1-3 HOURS PER MONTH
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1989-05-01 |
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