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Morris Plains, NJ • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-10-19 |
| NJ | RA | APPROVED | 2021-01-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Srvs | Lebanon | NJ | 07/2004 | 12/2020 |
| Pfs Investments Inc. | Lebanon | NJ | 11/2019 | 12/2020 |
| Vonage America, Inc. | Holmdel | NJ | 04/2009 | Present |
Vonage Holdings Inc. Not investment related Product Manager 23 Main St Holmdel NJ 07733 Full Time
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-06-13 |
| S63 | Uniform Securities Agent State Law Examination | 2019-12-18 |
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