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300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-08-27 |
Branch Locations
4620 Route 9 South, Howell, NJ 07731 • United States
702 Lacey Road, Forked River, NJ 08731 • United States
359 Georges Road, Dayton, NJ 08810 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Massachusetts | Amherst | MA | 09/2013 | 05/2017 |
| Equitable Financial Life Insurance Co | Wall | NJ | 12/2017 | 05/2021 |
| Equitable Advisors, Llc | Wall | NJ | 06/2017 | 05/2021 |
| Jpmorgan Chase Bank, N.A. | Red Bank | NJ | 08/2021 | 08/2025 |
| J.P. Morgan Securities Llc | Red Bank | NJ | 08/2021 | 08/2025 |
| Doordash | Toms River | NJ | 06/2021 | 08/2021 |
| Axa Advisors Llc | Woodbridge | NJ | 06/2017 | 06/2017 |
| Pnc Investments Llc | Dayton | NJ | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-11-14 |
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