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44 Whippany Road Suite 101, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-03-27 |
Branch Locations
44 Whippany Road Suite 101, Morristown, NJ 07960 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lafayette College | Easton | PA | 03/2014 | 09/2017 |
| Charles Schwab | Columbia | MD | 06/2017 | 06/2022 |
| Pegasus Asset Management, Inc. | Morristown | NJ | 07/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-05-24 |
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