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1200 Morris Turnpike Suite 3005, Short Hills, NJ 07078 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-09-08 |
Branch Locations
Huntington, NY • United States
1200 Morris Turnpike Suite 3005, Short Hills, NJ 07078 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Alabama | Tuscalossa | AL | 08/2013 | 08/2018 |
| Moe's Southwest Grill | New Haven | CT | 06/2016 | 06/2017 |
| Front Office Associate | Tuscaloosa | AL | 07/2017 | 07/2018 |
| Physician Disability Quote | Atlanta | GA | 05/2018 | 05/2019 |
| Piedmont Group / Mass Mutual | Atlanta | GA | 05/2018 | 05/2019 |
| Howard Capital Management | Roswell | GA | 05/2019 | 05/2020 |
| Howard Capital Management | Roswell | GA | 05/2020 | 03/2023 |
| Hotel Indigo | Tuscaloosa | AL | 07/2017 | 07/2018 |
| Peachtree Pc Investors, Llc | Atlanta | GA | 04/2023 | 09/2024 |
| Metric Financial, Llc. | Atlanta | GA | 10/2024 | 07/2025 |
| Bonaventure | Alexandria | VA | 04/2023 | 08/2025 |
| Embassy Asset Management Llc | Huntington | NY | 08/2025 | Present |
| Imst Distributors, Llc | Huntington | NY | 08/2025 | Present |
1).Embassy Asset Management LLC; Investment Related; Huntington, NY; Fund Distribution; Director; Start: 8/11/2025; 180 Hours Per Month and 0 During Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-06-01 |
| S65 | Uniform Investment Adviser Law Examination | 2021-03-12 |
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