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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-07-09 |
| NJ | RA | APPROVED | 2026-07-07 |
Branch Locations
12111 Vaughn St, East Concord, NY 14055 • United States
Tabernacle, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 11/2024 | 07/2026 |
| Mindera Health | San Diego | CA | 11/2023 | 07/2024 |
| Unemployed | Tabernacle | NJ | 07/2024 | 11/2024 |
| Mir Scientific | Tabernacle | NJ | 05/2022 | 12/2023 |
| Exact Sciences | Tabernacle | NJ | 04/2018 | 05/2022 |
| Unemployed | Tabernacle | NJ | 01/2018 | 04/2018 |
| Salix Pharmaceuticals | Tabernacle | NJ | 07/2017 | 01/2018 |
| Unemployed | Tabernacle | NJ | 01/2017 | 07/2017 |
| Kew, Inc. | Tabernacle | NJ | 11/2015 | 01/2017 |
| Cetera Financial Specialists Llc | Schaumburg | IL | 07/2026 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 07/2026 | Present |
| Concord Wealth Management | East Concord | NY | 07/2026 | Present |
1. NAME OF OTHER BUSINESS: CONCORD WEALTH MANAGEMENT INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 06/2026 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL SERVICES 2. NAME OF OTHER BUSINESS: MEDFORD VINCENTOWN ROTARY FOUNDATION, INC INVESTMENT RELATED: NO ADDRESS: 520 STOKES ROAD MEDFORD, NJ 08055 NATURE OF BUSINESS: ROTARY START DATE: 02/2026 POSITION/TITLE/RELATIONSHIP: BOARD MEMBER APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: VOTING ON ANNUAL AWARD TOTAL GIFTED TO LOCAL HIGH SCHOOL STUDENTS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-23 |
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