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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-08-31 |
Branch Locations
Citi Wealth Management, Sales 2071 Lemoine Avenue, Ste 1, Fort Lee, NJ 07024 • United States
Cwm Retail, Sales 700 Route 17 N., Paramus, NJ 07653 • United States
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-04-14 |
Branch Locations
598 Central Ave, New Providence, NJ 07974 • United States
73 Mountainview Blvd, Basking Ridge, NJ 07920 • United States
400 W Blackwell St, Dover, NJ 07801 • United States
1098 Mount Kemble Ave, Morristown, NJ 07960 • United States
25 Pocono Road, Denville, NJ 07834 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M&T Securities | Pequannock | NJ | 04/2016 | 01/2020 |
| Raymond James Financial Services Advisors, Inc. | Ringwood | NJ | 01/2020 | 04/2023 |
| Raymond James Financial Services. Inc. | Ringwood | NJ | 01/2020 | 04/2023 |
| Lakeland Bank | Ringwood | NJ | 01/2020 | 04/2023 |
| Lakeland Bank Financial Services | Ringwood | NJ | 01/2020 | 04/2023 |
| Lakeland Bank Financial Services | Ringwood | NJ | 01/2020 | 04/2023 |
| Lpl Financial Llc | Basking Ridge | NJ | 04/2023 | 08/2026 |
| Affinity Fcu | Basking Ridge | NJ | 04/2023 | 08/2026 |
| Citigroup | Paramus | NJ | 08/2026 | Present |
1) - 03/28/2023 - Affinity Investment Services - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) 2) - 07/01/2016 - Pulp Philly LLC - Glory Beer Bar & Kitchen - not inv related - - owner - Philadelphia, PA 3) - 07/01/2015 - Woodland Durrell LLC - Business Entity For Tax/Investment Purposes Only - not inv related - Philadelphia, PA
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-04-03 |
| S63 | Uniform Securities Agent State Law Examination | 2004-06-28 |
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