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525 Nj-73 Suite 200, Marlton, NJ 08053 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-04-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services Llc | Salt Lake City | UT | 07/2021 | 02/2026 |
| Digital Intelligence Systems Llc | Mclean | VA | 07/2021 | 02/2022 |
| Caffe Molise | Salt Lake City | UT | 06/2021 | 08/2021 |
| Nelnet Bank | Salt Lake City | UT | 04/2021 | 06/2021 |
| Tsunami Sushi | Salt Lake City | UT | 09/2018 | 05/2021 |
| Silver Star Cafe | Salt Lake City | UT | 06/2016 | 09/2018 |
| University Of Utah | Salt Lake City | UT | 08/2017 | 08/2021 |
| Park City High School | Park City | UT | 08/2014 | 06/2017 |
| Laurel Oak Wealth Management, Llc | Marlton | NJ | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-05 |
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