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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-05-15 |
| NJ | RA | APPROVED | 2024-04-15 |
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 |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Redbank | NJ | 12/2007 | 02/2021 |
| Charles Schwab Bank | Redbank | NJ | 12/2007 | 02/2021 |
| Pnc Investments | Manalapan | NJ | 02/2021 | 04/2024 |
| Mml Investors Services Llc | Iselin | NJ | 04/2024 | Present |
| Massmutual Life Insurance Co | Iselin | NJ | 04/2024 | Present |
(1)NAME: HAWAIIAN BEACH RESORT NW INC. INV REL: Y ADD: 327 E 25TH AVE NORTH WILDWOOD NJ 08260 NATURE: CONDO ASSOCIATION HOA POSITION: TREASURER START DATE: 4/8/2024 NO HRS/MO: 1 NO HRS/MO DUR TRADING: 0 DESCRIBE DUTIES: PAY BILLS ON BEHALF OF THE ASSOCIATION. (2)NAME: DAVID FERNANDEZ INV REL: Y ADD: RESIDENTIAL ADDRESS NATURE: OUTSIDE INSURANCE SALES POSITION: INSURANCE BROKER START DATE: 3/8/2024 NO HRS/MO: 5 NO HRS/MO DUR TRADING: 0 DESCRIBE DUTIES: LIFE, FIXED ANNUITIES, DISABILITY, LONG-TERM CARE, & HEALTH.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-11-18 |
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