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512 Executive Drive, Princeton, NJ 08540 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-01-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Bernardsville | NJ | 07/2022 | 08/2025 |
| Jpmorgan Chase Bank, N.A. | Bernardsville | NJ | 07/2022 | 08/2025 |
| Northeast Financial Network | Holmdel | NJ | 04/2022 | 06/2022 |
| Doordash | Blacksburg | VA | 01/2022 | 05/2022 |
| Tupler Financial | Bridgewater | NJ | 06/2021 | 02/2022 |
| Bishops Supermarket | Whitehouse Station | NJ | 01/2016 | 01/2021 |
| Terrace View Apartments | Blacksburg | VA | 08/2019 | 11/2019 |
| Virginia Tech Dining Services | Blacksburg | VA | 01/2018 | 05/2019 |
| Virginia Polytechnic Institute And State University | Blacksburg | VA | 08/2017 | 05/2021 |
| Massachusetts Mutual Life Insurance Co | Springfield | MA | 04/2019 | 04/2019 |
| Campus Advantage Inc | Austin | TX | 08/2019 | 11/2019 |
| Uber | San Francisco | CA | 11/2022 | 12/2023 |
| Novi Wealth Partners | Princeton | NJ | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-08-25 |
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