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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-06-23 |
| NJ | RA | APPROVED | 2022-05-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Sea Girt | NJ | 02/2012 | 12/2019 |
| Wells Fargo Bank, Na | Sea Girt | NJ | 07/2016 | 12/2019 |
| Guardian Life Insurance Comp-Any Of America | Wall | NJ | 01/2020 | 04/2022 |
| Park Avenue Securities | Wall | NJ | 12/2019 | 01/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Manasquan | NJ | 04/2022 | Present |
| Brookdale Community College | Middletown | NJ | 09/2008 | 12/2018 |
| Bank Of America, N.A. | Manasquan | NJ | 06/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-12-17 |
| S63 | Uniform Securities Agent State Law Examination | 2016-11-16 |
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