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40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-07-29 |
Branch Locations
105 Fieldcrest Ave. Suite 509, Edison, NJ 08837 • United States
7701 Forsyth Blvd. 8Th Floor, Clayton, MO 63105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Prestige Wealth Management | Flemington | NJ | 05/2013 | 12/2018 |
| Triad Advisors, Inc. | Norcross | GA | 06/2013 | 12/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Florham Park | NJ | 12/2018 | 03/2022 |
| Morgan Stanley | Short Hills | NJ | 03/2022 | 04/2024 |
| &Partners, Llc | Nashville | TN | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-06-24 |
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