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1555 Zion Road Suite 204, Northfield, NJ 08225 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2024-08-02 |
Branch Locations
Mount Pleasant, SC • United States
1555 Zion Road Suite 204, Northfield, NJ 08225 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northstar Advisory Group, Llc | Mount Pleasant | SC | 06/2024 | Present |
| Jpmorgan Chase & Co. | Charleston | SC | 11/2023 | 06/2024 |
| Citizens Financial Group, Inc. | Charleston | SC | 10/2022 | 04/2023 |
| Envoy Mortgage, Ltd. | New York | NY | 04/2021 | 10/2022 |
| The Bank Of America Corporation | New York | NY | 02/2019 | 04/2021 |
| The Pnc Financial Services Group, Inc. | New York | NY | 02/2018 | 01/2019 |
| Citizens Financial Group, Inc. | New York | NY | 01/2015 | 02/2018 |
| Unemployed | Charleston | SC | 05/2023 | 10/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-02 |
| S63 | Uniform Securities Agent State Law Examination | 2002-04-18 |
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