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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-01-30 |
| NJ | RA | APPROVED | 2024-01-29 |
Branch Locations
1161 Broad Street Suite 318, Shrewsbury, NJ 07702 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Princeton | NJ | 01/2011 | 11/2022 |
| Bank Of America, N.A. | Princeton | NJ | 04/2014 | 11/2022 |
| Wells Fargo Advisors Financial Network, Llc | Rosemary Beach | FL | 11/2022 | 01/2024 |
| Osaic | Bedminster | NJ | 01/2024 | Present |
1. EVERGREEN FINANCIAL GROUP, LLC POSITION: insurance agent NATURE: Evergreen Financial DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 02/01/2024 ADDRESS: 221 Somerville Road, Bedminster NJ 07921, United States DESCRIPTION: general insurance sales
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-02-09 |
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