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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2017-12-08 |
Branch Locations
727 E. Landis Ave. Suite 1, Vineland, NJ 08360 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley & Co., Incorporated | Vineland | NJ | 01/2008 | 12/2017 |
| Morgan Stanley Smith Barney | Vineland | NJ | 06/2009 | 12/2017 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 12/2017 |
| Commonwealth Financial Network | Waltham | MA | 12/2017 | Present |
1. President and Owner, Fitzgerald Financial Group, LLC, a private entity established to facilitate securities and investment advisory business; Located in Mullica Hill, NJ 08062; As of 10/18/2017; 75% time spent during regular business hours; Conducted at branch; Investment related. 2. Fixed insurance sales under the name Fitzgerald Financial Group; 1% time spent during regular business hours; Conducted at branch; Investment related. 3. Notary Public, Notary, Witness, Print & copy services , as of 2/25/2022; 1% of time spent during business hours; Conducted at branch location; Not investment related. 4. Owner, Mullica Hill Properties, LLC; an entity created for the purpose of buying and managing commercial real estate at 207 N. Main Street Mullica Hill, NJ 08062, as of 7/21/2026; 5% of time spent during business hours; Conducted at branch; Investment related. 4. Selling sports memorabilia as a sole proprietor, Description; Located in Mullica Hill, NJ, as of 1/01/2026; 0% of time spent during business hours; Not conducted at branch location; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-01-05 |
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