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300 Witherspoon Street, Suite 201, Princeton, NJ 08542 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-03-09 |
Branch Locations
300 Witherspoon Street, Suite 201, Princeton, NJ 08542 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Fairfield | IA | 08/2006 | 03/2026 |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 08/2006 | 03/2026 |
| Intuit Turbotax | Princeton | NJ | 11/2024 | Present |
| Internal Revenue Service | Princeton | NJ | 05/2024 | Present |
| Atlantis Accounting | Princeton | NJ | 10/2023 | Present |
| Acorn Asset Management Llc | Princeton | NJ | 03/2026 | Present |
1) ATLANTIS ACCOUNTING LLC, PRINCETON NJ, 07/2023, MANAGING MEMBER; accounting & notarial services; 80 hours in accounting and 1 hour per month in notary, and spends approximately 20 hours per month for accounting work and o hour for notary during trading hours; non-investment related 2) CHINGTAI ANNIE HUNG, Princeton NJ 10/15/2025, Agent, Variable life insurance and annuity, 1 HR PER MONTH; non-investment related 3) INTUIT TURBO TAX, Princeton, NJ; 11/2024; Seasonal Business Tax Lead; answers tax preparers questions; Dec to April 15 - 40 to 160 hours per month; 20 hours during trading hours; non-investment related 4) IRS; Princeton, NJ; 5/2024; Certified Acceptance Agent; Review the ITIN applicant's application form and verify their passports or visa; 1 hour per month; 0 trading hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-08-14 |
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