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101 Eisenhower Pkwy Suite 108, Roseland, NJ 07068 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-08-16 |
Branch Locations
101 Eisenhower Pkwy Suite 108, Roseland, NJ 07068 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Hasbrouck Heights | NJ | 07/2018 | 12/2020 |
| Pfs Investments Inc. | Hasbrouck Heights | NJ | 08/2018 | 12/2020 |
| Keller Williams | Ridgewood | NJ | 06/2016 | 01/2020 |
| Jones Lang Lasalle | Parsippany | NJ | 02/2020 | 02/2023 |
| Unemployed | West Caldwell | NJ | 03/2023 | 04/2023 |
| New York Life Insurance Company | Edison | NJ | 05/2023 | 07/2024 |
| Nylife Securities Llc | Edison | NJ | 08/2023 | 07/2024 |
| Diversified Planning Strategies Advisors Llc | Roseland | NJ | 08/2024 | Present |
[Saint Catherine of Siena School; Volunteer to coach youth basketball at Saint Catherine of Siena School in Cedar Grove, NJ.; 39 E Bradford Ave, Cedar Grove, NJ 07009; Start Date 11/2023; Role/Title: Volunteer; Not Investment Related; 15 hours per month; 0 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-09-29 |
| S65 | Uniform Investment Adviser Law Examination | 2013-08-02 |
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