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1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-18 |
| MI | RA | APPROVED | 2026-01-30 |
| CA | RA | APPROVED | 2024-04-19 |
| DE | RA | APPROVED | 2024-02-02 |
| SC | RA | APPROVED | 2023-11-10 |
| UT | RA | APPROVED | 2023-05-30 |
| OH | RA | APPROVED | 2022-12-08 |
| MD | RA | APPROVED | 2022-12-06 |
| MA | RA | APPROVED | 2022-11-02 |
| NC | RA | APPROVED | 2022-08-25 |
| FL | RA | APPROVED | 2022-06-03 |
| NJ | RA | APPROVED | 2022-06-03 |
| CT | RA | APPROVED | 2022-06-02 |
| PA | RA | APPROVED | 2022-06-02 |
| NY | RA | APPROVED | 2022-05-18 |
Branch Locations
1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States
1100 Lake Street 3Rd Floor, Ramsey, NJ 07446 • 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 |
|---|---|---|---|---|
| Waddell & Reed, Inc | Colonia | NJ | 08/2015 | 04/2017 |
| Various Insurance Carriers For W&R Insurance Agencies | Colonia | NJ | 08/2015 | 04/2017 |
| M&T Securities, Inc. | 3044 Essex Street, Lodi | NJ | 04/2017 | 06/2021 |
| Lpl Financial Llc | Mahwah | NJ | 06/2021 | 05/2022 |
| Lpl Financial Llc | Mahwah | NJ | 06/2021 | 05/2022 |
| Td Bank N.A. | Ramsey | NJ | 05/2022 | Present |
| Td Private Client Wealth Llc | Ramsey | NJ | 05/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-08-02 |
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