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2 Perimeter Park South Suite 500 West, Birmingham, AL 35243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2017-02-13 |
Branch Locations
245 Main Street, Suite 202, Chester, NJ 07930 • United States
2 Perimeter Park South Suite 500 West, Birmingham, AL 35243 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ages Financial Services, Ltd. | Reading | MA | 02/2017 | 09/2024 |
| Trust Advisory Group Ltd | Reading | MA | 02/2017 | Present |
| Morristown Capital Associates Llc | Chester | NJ | 02/2021 | Present |
| Stonex Securities Inc | Chester | NJ | 09/2024 | Present |
| Source Capital Group | Morristown | NJ | 06/2012 | 02/2017 |
Morristown Capital Associates LLC; Investment Related; 245 Main Street, Suite 202, Chester, NJ 07930; This is my main business and occupation, wealth management; Financial Advisor; 6/4/2012; 50 hours/month during trading hours; Perform all duties required in my day-to-day responsibilities of a financial advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-04-07 |
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