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200 Plaza Drive First Floor Suite 102, Secaucus, NJ 07094 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-05-13 |
Branch Locations
100 N Tryon Street Suite 3800, Charlotte, NC 28202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Charlotte | NC | 05/2021 | 07/2022 |
| Deloitte Services Lp | Arlington | VA | 07/2020 | 05/2021 |
| Gara Wealth Managment | Audubon | NJ | 05/2018 | 06/2020 |
| James Madison University | Harrisonburg | VA | 08/2016 | 05/2020 |
| Best Crowd Management | Charlotte | NC | 08/2021 | 07/2022 |
| Charlotte Mecklenburg School | Charlotte | NC | 11/2021 | 02/2023 |
| Bogey's Club & Cafe | Sewell | NJ | 05/2024 | 06/2025 |
| 605 Rental Llc | Bessemer City | NC | 03/2025 | Present |
| Cetera Wealth | Audubon | NJ | 03/2022 | 05/2026 |
| Tapfin/Ey | Charlotte | NC | 05/2026 | Present |
605 Rental LLC, it is not investment related. 605 N 7th Street Bessemer City, NC 28016 I am the owner and of this property as it is currently being rented out to a tenant. I devote an approximate 2hrs per month managing this property.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-21 |
| S63 | Uniform Securities Agent State Law Examination | 2021-09-01 |
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