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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-11-13 |
Branch Locations
727 E. Landis Ave. Suite 1, Vineland, NJ 08360 • United States
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 |
|---|---|---|---|---|
| Massmutual Life Insurance Co | Newtown Square | PA | 09/2019 | 06/2021 |
| Mml Investors Services Llc | Newtown Square | PA | 10/2019 | 06/2021 |
| S & S Pool Installers | Hammonton | NJ | 05/2009 | 08/2019 |
| Blueberry Bill Farms Llc | Hammonton | NJ | 06/2020 | 06/2021 |
| The Vanguard Group, Inc. | Malvern | PA | 06/2021 | 10/2025 |
| West Chester University | West Chester | PA | 08/2015 | 06/2019 |
| Tropicana Casino & Hotel | Atlantic City | NJ | 06/2018 | 08/2018 |
| United States Liberty Insurance | Wayne | PA | 10/2016 | 05/2017 |
| Fitzgerald Financial Group | Vineland | NJ | 10/2025 | Present |
| Commonwealth Financial Network | Waltham | MA | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-06-11 |
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