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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2022-06-09 |
| TX | RA | APPROVED | 2022-06-03 |
Branch Locations
110 Marter Avenue Suite 201, Moorestown, NJ 08057 • 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 |
|---|---|---|---|---|
| Abco Federal Credit Union | Rancocas | NJ | 07/2009 | 01/2018 |
| Gwn Securities Inc | Palm Beach Gardens` | FL | 12/2014 | 01/2018 |
| Voya Financial Advisors, Inc. | Moorestown | NJ | 01/2018 | 06/2022 |
| Voya Retirement Ins And Annuity Company (Vriac) | Moorestown | NJ | 01/2018 | 06/2022 |
| Equitable Advisors Llc | New York | NY | 06/2022 | Present |
(1) Outside insurance appointments; (2) Executor/POA for Irma Lorenz (mother), start date 2012
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-03-31 |
| S63 | Uniform Securities Agent State Law Examination | 2000-04-27 |
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