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1900 South Highland Avenue Suite 100, Lombard, IL 60148 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
229 Broad Street, Red Bank, NJ 07701 • United States
1900 South Highland Avenue Suite 100, Lombard, IL 60148 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | New York | NY | 06/2007 | 08/2023 |
| Klingman And Associates | New York | NY | 06/2007 | 08/2023 |
| Mariner Wealth Advisors | Overland Park | KS | 08/2023 | 05/2024 |
| Forum Financial Management, Lp | Lombard | IL | 10/2024 | Present |
| Hera Financial Llc | Ridgefield | NJ | 08/2024 | Present |
Hera Financial LLC; Investment related; 405 Grand Ridge Drive, Ridgefield, NJ 07657; Financial Planning; Founder; 08/2024; 65 hours per month; 45 hours during securities trading hours; Guide clients through life transitions, including divorce, offering financial planning insight.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2005-01-18 |
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