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75 State Street Mail Code: Ma-Sst-Inv3, Boston, MA 02109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-11-27 |
Branch Locations
625 Ridge Pike, Bldg E, Suite 207, Conshohocken, PA 19428 • United States
Somerset, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foresters Financial Services | Iselin | NJ | 07/2017 | 04/2018 |
| New York Life Insurance | Edison | NJ | 01/2016 | 10/2016 |
| Adp | Parsippany | NJ | 10/2016 | 02/2017 |
| Unemployed | Cranford | NJ | 02/2017 | 06/2017 |
| Foresters Financial Services | Iselin | NJ | 04/2018 | 06/2019 |
| Wells Fargo Clearing Services, Llc | Kendall Park | NJ | 06/2019 | 11/2023 |
| Wells Fargo Bank, Na | Kendall Park | NJ | 06/2019 | 11/2023 |
| Santander Bank, Na | Boston | MA | 11/2023 | Present |
| Santander Securities, Llc | Boston | MA | 11/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-04-07 |
| S63 | Uniform Securities Agent State Law Examination | 2017-08-31 |
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