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14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-10-16 |
Branch Locations
14600 Branch St., Omaha, NE 68154 • United States
795 Franklin Avenue Bldg. C, Suite 202, Franklin Lakes, NJ 07417 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wellesley College | Wellesley | MA | 09/2016 | 05/2020 |
| Montclair Kimberley Academy | Montclair | NJ | 07/2008 | 09/2016 |
| Taylor Financial Group | Franklin Lakes | NJ | 06/2015 | 12/2018 |
| Eaton Vance | Boston | MA | 01/2018 | 04/2018 |
| Taylor Financial Group | Franklin Lakes | NJ | 05/2023 | 08/2024 |
| Cwm, Llc | Omaha | NE | 05/2023 | Present |
| Taylor Financial Group | Franklin Lakes | NJ | 08/2024 | 01/2025 |
| Prudential Financial | Franklin Lakes | NJ | 06/2020 | 04/2023 |
| Carson Wealth | Franklin Lakes | NY | 01/2025 | Present |
NAME OF BUSINESS: Pink Suits Enterprises NATURE: Marketing START: 1/1/2024 POSITION: Co-Owner APPX. HRS/MONTH: 20 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Create and draft PowerPoint presentations FIXED INSURANCE NATURE: Insurance START: 07/18/2024 APPX. HRS/MONTH: 1 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 POSITION: INSURANCE AGENT DUTIES: Sells Life, Health, Disability, Annuities & LTC
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-03-25 |
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