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1120 Avenue Of The Americas 4Th Floor, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-06-18 |
| NY | RA | APPROVED | 2026-04-22 |
Branch Locations
1120 Avenue Of The Americas 4Th Floor, New York, NY 10036 • United States
345 California Street Suite 600, San Francisco, CA 94104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-06-18 |
| TX | RA | APPROVED_RES | 2026-06-02 |
Branch Locations
Somerset, NJ • United States
345 California Street Suite 600, San Francisco, CA 94104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Princeton | NJ | 01/2005 | 04/2021 |
| Momentum Advisors | New York | NY | 12/2025 | 05/2026 |
| Farther | Somerset | NJ | 06/2026 | Present |
| Bank Of America, N.A. | Princeton | NJ | 12/2016 | 04/2021 |
| Momentum Advisors | New York | NY | 04/2021 | 12/2025 |
Independent Insurance Agent; not investment-related; started 03/2018; approximately 8 hours per month, 1hour during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-01-22 |
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