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389 Interpace Parkway Suite 3, Parsippany, NJ 07054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-01-01 |
| NJ | RA | APPROVED | 2023-10-05 |
Branch Locations
389 Interpace Parkway Suite 3, Parsippany, NJ 07054 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| John Hancock Funds, Llc | Boston | MA | 07/2011 | 10/2017 |
| Loring Ward Securities Inc. | San Jose | CA | 04/2018 | 08/2018 |
| Van Eck Absolute Return Advisers Corporation | New York | NY | 09/2018 | 09/2019 |
| Van Eck Associates Corporation | New York | NY | 09/2018 | 09/2019 |
| Van Eck Securities Corporation | New York | NY | 09/2018 | 09/2019 |
| Unemployed | Bethesda | MD | 11/2017 | 03/2018 |
| Dcm Solutions Group | Bethesda | MD | 10/2019 | 07/2020 |
| Ubs Financial Services Inc. | Washington | DC | 07/2020 | 02/2022 |
| Sandbox Financial Partners Llc | Bethesda | MD | 03/2022 | 08/2023 |
| Sax Wealth Advisors, Llc | Parsippany | NJ | 08/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-31 |
| S63 | Uniform Securities Agent State Law Examination | 2002-05-23 |
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