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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-01-10 |
| TX | RA | APPROVED | 2023-01-10 |
Branch Locations
1433 Hooper Ave Suite 339, Toms River, NJ 08753 • United States
Bordentown, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Prudential Insurance Company Of America | Newark | NJ | 04/2013 | 01/2017 |
| Prudential Investment Management Services Llc | Newark | NJ | 04/2013 | 01/2017 |
| Prudential Investments Llc | Newark | NJ | 04/2013 | 01/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Princeton | NJ | 01/2017 | 01/2023 |
| Bank Of America, N.A. | Princeton | NJ | 02/2017 | 01/2023 |
| Equitable Advisors, Llc | New York | NY | 01/2023 | Present |
(1) Independent Agent, sales and service of fixed insurance products (2) DBA: Private Wealth Strategies Group
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-09-28 |
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