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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-12-15 |
| NJ | RA | APPROVED | 2023-11-29 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| William Paterson Univerisity | Wayne | NJ | 09/2015 | 05/2019 |
| William Paterson University | Wayne | NJ | 01/2017 | 05/2019 |
| William Paterson University | Wayne | NJ | 01/2018 | 05/2019 |
| Vanguard Group Inc. | Malvern | PA | 06/2019 | 06/2021 |
| Amazon.cOm Inc. | Coraopolis | PA | 07/2021 | 09/2022 |
| Thrivent Financial | Appleton | WI | 09/2022 | 10/2023 |
| Thrivent Investment Management Inc | Minneapolis | MN | 09/2022 | 10/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Mount Laurel | NJ | 10/2023 | Present |
| Bank Of America, N.A. | Mount Laurel | NJ | 11/2023 | Present |
I*: 3010266 Entity Type: Charitable Name of OBA: Winslow Baptist Church Address: Sicklerville, NJ 08081 Investment Related: No Position, Title, Association: Consultant/Independent Contractor Employee Start Date: 10/31/2025 Number of Hours: 5 hrs wkly Number of Hours during trading: 0 Duties: Praise and Worship leader
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-02-25 |
| S63 | Uniform Securities Agent State Law Examination | 2019-09-06 |
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