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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-20 |
| NJ | RA | APPROVED | 2026-06-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Jacksonville | FL | 06/2021 | 01/2023 |
| Landesign, Inc | Brick | NJ | 03/2021 | 05/2021 |
| Greg'S Masonary | Brick | NJ | 11/2017 | 03/2021 |
| Coastal Carolina University | Conway | SC | 08/2018 | 12/2020 |
| Action Printing | Toms River | NJ | 06/2015 | 08/2018 |
| Fidelity Investments | Smithfield | RI | 01/2023 | 11/2023 |
| Fidelity Investments | Smithfield | RI | 11/2023 | 08/2024 |
| Unemployed | Barnegat | NJ | 08/2024 | 09/2024 |
| Charles Schwab & Co., Inc | Marlton | NJ | 10/2024 | 05/2026 |
| Charles Schwab Bank, Ssb | Marlton | NJ | 10/2024 | 05/2026 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Egg Harbor Township | NJ | 05/2026 | Present |
| Ups | Lakewood | NJ | 11/2016 | 12/2016 |
| Speedway | Manasquan | NJ | 08/2016 | 09/2016 |
| Craig’s Plumbing, Inc | Murrells Inlet | SC | 12/2018 | 04/2019 |
| Bank Of America, N.A. | Egg Harbor Township | NJ | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-13 |
| S63 | Uniform Securities Agent State Law Examination | 2021-11-17 |
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