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49 Us Highway Route 202 Suite 13A, Office #8, Far Hills, NJ 07931 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-09-26 |
| TX | RA | APPROVED | 2025-09-25 |
Branch Locations
49 Us Highway Route 202 Suite 13A, Office #8, Far Hills, NJ 07931 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Morristown | NJ | 11/2013 | 04/2019 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 04/2019 |
| Lpl Financial, Llc | Morristown | NJ | 04/2019 | 09/2025 |
| Newedge Advisors, Llc. | New Orelans | LA | 10/2024 | Present |
| Fortispath Advisors, Llc | Far Hills | NJ | 09/2025 | Present |
1. 5/28/2021 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date: 5/20/2021 - 2 Hours Per Month/2 Hours During Securities Trading. 2. 12/04/2024 - NewEdge Advisors - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 10/21/2024 - 40 hours per month/ 8 hours during trading - I provide investment advisory services through NewEdge Advisors, an independent investment advisor firm. I started this business activity in 10/2024. I expect to spend approximately 40 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-03-27 |
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