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363 Route 46 West Suite 300, Fairfield, NJ 07004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2022-09-23 |
| TX | RA | APPROVED | 2022-09-14 |
Branch Locations
363 Route 46 West Suite 300, Fairfield, NJ 07004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Key Client Fiduciary Advisors, Llc | Fairfield | NJ | 07/2022 | Present |
| Unemployed | Fairfield | NJ | 05/2022 | 07/2022 |
| Bentley University | Waltham | MA | 08/2018 | 05/2022 |
| Merrill Lynch | Fort Lee | NY | 12/2021 | 01/2022 |
| Lpl Financial | New York | NY | 05/2021 | 08/2021 |
| Don's Sunoco | Woodcliff Lake | NJ | 06/2017 | 08/2018 |
| Harry Winston | New York | NY | 05/2019 | 08/2019 |
| Saint Joseph Regional High School | Montvale | NJ | 09/2014 | 06/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-09-14 |
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