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1450 Brickell Avenue Suite 2610, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-07-02 |
Branch Locations
30 Montgomery Street Ste 970, Jersey City, NJ 07302 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Arbonne International | Madison | NJ | 01/2009 | Present |
| Hennion & Walsh Inc | Parsippany | NJ | 12/2014 | 01/2020 |
| Mass Mutual Life Insurance Company | Iselin | NJ | 02/2020 | 10/2020 |
| Mml Investors Services | Iselin | NJ | 02/2020 | 10/2020 |
| Mutual Securities, Inc. | Camarillo | CA | 11/2020 | 03/2024 |
| Bpp Wealth Solutions, Llc | New York | NY | 10/2020 | 05/2024 |
| Mass Mutual Life Insurance Company | Iselin | NJ | 01/2021 | Present |
| Sanctuary Securities, Inc. | Jersey City | NJ | 07/2024 | Present |
| Sanctuary Advisors Llc | Jersey City | NJ | 07/2024 | Present |
1) DRESS FOR SUCCESS, NORTHERN NJ POSITION: Board Member NATURE: DFSNNJ purpose is to empower women to achieve economic mobility by providing a global network of support, workplace attire, and development tools for success. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/08/2026 ADDRESS: 300 Madison Ave, Madison NJ 07940, United States DESCRIPTION: Attend board meetings, support 4 events a year to raise funds, spread the word of the Dress for Success mission and generally help support the boutique where women go to get clothing for interviews or new job Also help organize and brainstorm ideas to help women with job training and financial literacy 2) LAC WEALTH PLANNING POSITION: Owner NATURE: Wealth Management INVESTMENT RELATED: Yes NUMBER OF HOURS: Less than 1 SECURITIES TRADING HOURS: 0 START DATE: 01/30/2026 ADDRESS: 35 Greenwood Ave, Madison NJ 07940, United States DESCRIPTION: Wealth Management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-04-08 |
| S65 | Uniform Investment Adviser Law Examination | 2012-05-12 |
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