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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2026-03-18 |
| TX | RA | APPROVED_RES | 2025-05-20 |
| NJ | RA | APPROVED | 2025-02-26 |
Branch Locations
1105 Laurel Oak Road Suite 142, Voorhees, NJ 08043 • United States
Barrington, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group Inc | Malvern | PA | 01/2022 | 10/2022 |
| Philly Twist Pretzels | Ocean City | NJ | 06/2014 | 06/2020 |
| University Of Delaware | Newark | DE | 08/2018 | 12/2021 |
| Canals Wines And Spirits | Medford | NJ | 10/2017 | 02/2018 |
| Morgan Stanley | Evesham | NJ | 06/2019 | 08/2019 |
| Doordash | Philadelphia | PA | 06/2020 | 08/2021 |
| Creative Financial Group | Newtown Square | PA | 06/2021 | 08/2021 |
| Jpmorgan Chase Bank Na | Newark | DE | 10/2022 | 02/2025 |
| Jpmorgan Securities Llc | Newark | DE | 10/2022 | 02/2025 |
| Ruffalo Noel Levitz | Newark | DE | 09/2020 | 01/2021 |
| Ameriprise Financial Services, Llc | Voorhees | NJ | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-23 |
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