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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-06-24 |
Branch Locations
5 Becker Farm Road Suite 140, Roseland, NJ 07068 • United States
Roselle Park, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life & Casualty, Inc | Bridgewater | NJ | 06/2018 | 08/2022 |
| Glenway Distribution | Cranbury | NJ | 09/2015 | 06/2018 |
| Bankers Life Securities, Inc. | Bridgewater | NJ | 12/2019 | 08/2022 |
| Bankers Life Advisory Services, Inc | Bridgewater | NJ | 05/2022 | 08/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Short Hills | NJ | 08/2022 | 03/2024 |
| Bank Of America, N.A. | Short Hills | NJ | 08/2022 | 03/2024 |
| Tiaa | Roseland | NJ | 03/2024 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Roseland | NJ | 03/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-05-05 |
| S63 | Uniform Securities Agent State Law Examination | 2020-06-26 |
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