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1 Evertrust Plaza Suite 305, Jersey City, NJ 07302 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-01-16 |
| NY | RA | APPROVED | 2025-08-06 |
| TX | RA | APPROVED_RES | 2025-08-05 |
| CA | RA | APPROVED | 2025-06-24 |
| NJ | RA | APPROVED | 2025-06-19 |
Branch Locations
1 Evertrust Plaza Suite 305, Jersey City, NJ 07302 • 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 |
|---|---|---|---|---|
| Credit Suisse Securities (Usa) Llc | New York | NY | 01/2008 | 12/2016 |
| Lpl Financial | Jersey City | NJ | 12/2016 | Present |
| Taurus Financial | Jersey City | NJ | 01/2022 | Present |
| Tdg International Llc | Jersey City | NJ | 02/2016 | Present |
| Taurus Solutions | Jersey City | NJ | 04/2023 | Present |
1) TDG International LLC - Not Investment Related - Business Owner - Jersey City NJ - Start Date:02/08/2016 - 2 Hrs/Mth - 0 Hrs During Trading. 2) Investment Related - Non-Variable Insurance - At Reported Business Location(s) - Start Date: 05/01/2018 - 2 Hrs/Mth - 1 Hrs During Trading. 3) Investment Related - Real Estate Rental - Jersey City, NJ - Start Date:04/01/2021 - 1 Hrs/Mth - 0 Hrs During Trading. 4) Taurus Financial - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:09/01/2021 -160 Hrs/Mth -8 Hrs During Trading. 5) Taurus Solution Inc - Investment Related - Wilmington, Delaware - Tax Prep/Accounting/CPA - Start Date 04/17/2023 - 20 Hours Per Month/ 0 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-04-12 |
| S63 | Uniform Securities Agent State Law Examination | 2008-08-16 |
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