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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-07 |
| NJ | RA | APPROVED | 2025-07-18 |
Branch Locations
51 John F Kennedy Pkwy 5Th Fl Office Center At Short Hills, Short Hills, NJ 07078 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Moody'S Analytics | New York | NY | 02/2017 | 04/2017 |
| Avestar Capital, Llc | New York | NY | 04/2017 | 05/2021 |
| Unemployed | New York | NY | 07/2016 | 02/2017 |
| Purshe Kaplan Sterling Investments | Albany | NY | 05/2021 | 12/2024 |
| Journey Strategic Wealth Llc | Summit | NJ | 02/2021 | 07/2025 |
| Wells Fargo Clearing Services, Llc | Short Hills | NJ | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-08-08 |
| S66 | Uniform Combined State Law Examination | 2005-08-13 |
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