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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-09-20 |
Branch Locations
305 Madison Avenue, Morristown, NJ 07960 • United States
2260 East Saginaw Hwy, Suite B, East Lansing, MI 48823 • United States
4915 Country Drive, Okemos, MI 48864 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tavern 109 | Williamston | MI | 09/2016 | 04/2017 |
| Compass Group | Olivet | MI | 09/2017 | 03/2021 |
| Lucky's Steakhouse | Okemos | MI | 06/2021 | 12/2021 |
| Unemployed | Blackwood | NJ | 08/2015 | 09/2016 |
| Unemployed | Okemos | MI | 04/2017 | 09/2017 |
| Mayhew Wealth Management | Okemos | MI | 12/2021 | Present |
| L.M. Kohn & Company | Cincinnati | OH | 09/2021 | 09/2023 |
| Lpl Financial Llc | East Lansing | MI | 09/2023 | Present |
| Private Advisor Group, Llc | Morristown | NJ | 09/2023 | Present |
1) 09/20/2023 - MAYHEW FINANCIAL LLC / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) - Start date: 08/16/2023 - 160 Hrs per month 8 Hrs during trading 2) 09/20/2023 - None - NOTARY - Inv. Related - OKEMOS MI, / Start date 10/06/2022 3) 03/26/2025 - Almanza Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date: 04/01/2025 - 160 Hrs per month 8 Hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-05 |
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