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1 Gatehall Drive Suite 307, Parsippany, NJ 07054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-09-12 |
| TX | RA | APPROVED | 2025-09-09 |
Branch Locations
1 Gatehall Drive Suite 307, Parsippany, NJ 07054 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch | Florham Park | NJ | 06/2008 | 10/2018 |
| Private Advisor Group | Morristown | NJ | 10/2018 | 11/2025 |
| Cadia Private Client Llc | Parsippany | NJ | 09/2025 | Present |
1) Cadia Benefits LLC; Not investment-related; Same address; Licensed Insurance Agent; Insurance sales; Implementation of insurance recommendations; Approx. 5% of time during the month. 2) Mendham Borough Library; Not investment-related; 10 Hilltop Rd, Mendham, NJ 07945; Board of Trustees; Less than 5% of time during the month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-08-17 |
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