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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-04-09 |
| NC | RA | APPROVED | 2025-04-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Cary | NC | 06/2023 | 12/2024 |
| Voya Investment Management | New York | NY | 04/2007 | 06/2023 |
| Osaic | Livingston | NJ | 12/2024 | Present |
1. GRANITE BRIDGE WEALTH MANAGEMENT POSITION: Certified Financial Planner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 144 START DATE: 12/16/2024 ADDRESS: 1112 Jewel Creek Drive, Cary NC 27519, United States DESCRIPTION: Certified Financial Planner 2. JR INCOME TAX SERVICES POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 12/31/2002 ADDRESS: 1112 Jewel Creek Dr, CARY NC 27519, United States DESCRIPTION: I prepare federal and state income tax returns seasonally from February - April.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-02-06 |
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