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1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-01-08 |
Branch Locations
1100 Lake Street 3Rd Floor, Ramsey, NJ 07446 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Morristown | NJ | 07/2019 | 12/2020 |
| Charles Schwab Bank | Morristown | NJ | 07/2019 | 12/2020 |
| Aca Compliance Group | Morristown | NJ | 11/2018 | 05/2019 |
| Avatar Trading Group Llc | New York | NY | 12/2004 | 10/2018 |
| Lightspeed Financial Services Group | Morristown | NJ | 01/2021 | 04/2022 |
| Citigroup | New York | NY | 04/2022 | 08/2022 |
| Lightspeed Financial Services Group Llc | Morristown | NJ | 09/2022 | 03/2023 |
| Citigroup | New York | NY | 04/2023 | 06/2024 |
| Mars Solutions Group | Milwaukee | WI | 08/2024 | 11/2024 |
| Lpl Financial Llc | Morristown | NJ | 11/2024 | 02/2025 |
| Private Advisor Group, Llc | Morristown | NJ | 11/2024 | 02/2025 |
| Lpl Financial Llc | Fort Mill | SC | 06/2025 | 09/2025 |
| N/A | Randolph | NJ | 02/2025 | 06/2025 |
| Mbo Partners | Ashburn | VA | 10/2025 | 11/2025 |
| Td Private Client Wealth Llc | Ramsey | NJ | 12/2025 | Present |
| Td Bank N.A. | Ramsey | NJ | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-25 |
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