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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-17 |
| NJ | RA | APPROVED | 2025-03-06 |
Branch Locations
1100-1800 American Blvd Ci Client Services, Pennington, NJ 08534 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Scottsdale | AZ | 02/2022 | 11/2022 |
| Rr Donnelley | Phoenix | AZ | 07/2021 | 11/2021 |
| Northwestern Mutual | Gilbert | AZ | 05/2020 | 08/2020 |
| Integrity Outsource, Llc | Phoenix | AZ | 06/2019 | 08/2019 |
| Arizona State University | Tempe | AZ | 08/2017 | 05/2021 |
| Middletown High School South | Middletown | NJ | 09/2013 | 06/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pennington | NJ | 11/2024 | Present |
| Unemployed | Scottsdale | AZ | 02/2022 | 11/2022 |
| Unemployed | Scottsdale | AZ | 11/2022 | 02/2023 |
| Fedex | Scottsdale | AZ | 02/2023 | 05/2023 |
| Unemployed | Tinton Falls | NJ | 05/2023 | 08/2023 |
| Red Bank Armory | Red Bank | NJ | 08/2023 | 05/2024 |
| Uncle Giuseppe's | Tinton Falls | NJ | 05/2024 | 11/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-05 |
| S63 | Uniform Securities Agent State Law Examination | 2022-04-14 |
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