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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-07-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lakeland Bank | Lafayette | NJ | 08/2012 | 11/2020 |
| Raymond James Financial Services,Inc | Lafayette | NJ | 05/2016 | 06/2024 |
| Raymond James Financial Services Advisors Inc. | Lafayette | NJ | 05/2016 | 06/2024 |
| Specific Solutions | Lafayette | NJ | 10/2018 | Present |
| Lakeland Financial Services | Lafayette | NJ | 05/2016 | 06/2024 |
| Cetera Investment Services Llc | St Cloud | MN | 06/2024 | Present |
| Cetera Investment Advisers Llc | Lafayette | NJ | 06/2024 | Present |
| Provident Bank | Lafayette | NJ | 06/2024 | Present |
1. BRANCH MANAGER FOR PROVIDENT BANK 2. PRESIDENT OF THE GLEN HARBOR HOMEOWNERS ASSOCIATION
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-08-11 |
| S63 | Uniform Securities Agent State Law Examination | 2004-10-09 |
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