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Malvern, PA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-07-14 |
| PA | RA | APPROVED | 2025-07-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual | Edison | NJ | 06/2020 | 03/2021 |
| Mml Investors Services | Edison | NJ | 06/2020 | 03/2021 |
| Thunder Mountain | Ringwood | NJ | 07/2014 | 01/2018 |
| North Jersey Country Club | Wayne | NJ | 06/2017 | 10/2019 |
| Allied Power Llc | Wayne | NJ | 01/2018 | 09/2018 |
| Unemployed | Wayne | NJ | 10/2019 | 06/2020 |
| Cetera Financal Specialists Llc | Schaumburg | IL | 03/2021 | 07/2025 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2021 | 07/2025 |
| Bgs Capital Management | Rochelle Park | NJ | 03/2021 | 07/2025 |
| North Jersey Country Club | Wayne | NJ | 06/2017 | 10/2022 |
| Thunder Mountain | Ringwood | NJ | 07/2014 | 09/2019 |
| Viable Planning, Llc | Rochelle Park | NJ | 07/2025 | Present |
1) FRANKLIN LAKES CHAMBER OF COMMERCE; FRANKLIN LAKES, NJ; NON INVESTMENT RELATED; BOARD MEMBER; SINCE 07/2020; 20 HRS/MO 2) NAME OF OTHER BUSINESS: NOTARY PUBLIC COMMISSION; INVESTMENT RELATED: NO ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: NOTARIZING DOCUMENTS ; START DATE: 10/2021; POSITION/TITLE/RELATIONSHIP: NOTARY ; APX NUMBER OF HOURS PER WEEK: 2 ; APX NUMBER OF HOURS DURING TRADING HOURS: 2; BRIEF DESCRIPTION OF DUTIES: NOTARIZING DOCUMENTS ; 3) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED: NO, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FIXED INSURANCE, START DATE: 04/2024, APX NUMBER OF HOURS PER WEEK: VARIES, APX NUMBER OF HOURS DURING TRADING HOURS: VARIES, POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT , BRIEF DESCRIPTION OF DUTIES: SELLS, HEALTH, PROPERTY & CASUALTY
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-18 |
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