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1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2026-05-04 |
| NC | RA | APPROVED | 2025-11-21 |
| NJ | RA | APPROVED | 2024-09-23 |
| PA | RA | APPROVED | 2024-07-03 |
Branch Locations
236 Sicklerville Road, Williamstown, NJ 08094 • United States
336 Route 70 West 2Nd Floor, Marlton, NJ 08053 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Passaic Community Pharmacy | Passaic | NJ | 09/2019 | 12/2019 |
| Unemployed | Levittown | PA | 03/2019 | 09/2019 |
| Worldwide Window Fashions | Philadelphia | PA | 02/2016 | 02/2019 |
| Tactical Gear Stop | Joint Base Mdl Trenton | NJ | 10/2011 | 11/2016 |
| David Lerner Associates | Lawrenceville | NJ | 01/2020 | 02/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Princeton | NJ | 02/2023 | 04/2024 |
| Bank Of America, N.A. | Princeton | NJ | 03/2023 | 04/2024 |
| Pruco Securities, Llc | Warrington | PA | 04/2024 | 07/2024 |
| The Prudential Insurance Company Of Ameirca | Warrington | PA | 04/2024 | 07/2024 |
| Td Private Client Wealth Llc | Williamstown | NJ | 07/2024 | Present |
| Td Bank N.A. | Williamstown | NJ | 07/2024 | Present |
Executor of mothers will. Non-investment related. Monroe, NJ. Executor when my mother passes to her will. Start date 6/1/2024. 1 hour and 0 during trading a month if needed. Power of attorney of mother. Non-investment related. Monroe, NJ. Power of Attorney only if needed. Start date of 6/1/2022. 1 hour and 0 during trading a month if needed.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 2020-08-24 |
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