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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-01-06 |
| NY | RA | APPROVED | 2026-01-06 |
Branch Locations
Jersey City, NJ • United States
100 Jericho Quadrangle Suite 120, Jericho, NY 11753 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Coopersburg Kenworth | Coopersburg | PA | 05/2022 | 08/2024 |
| Baystate Financial | Boston | MA | 08/2024 | 12/2024 |
| Family Wealth Decisions Group | Jericho | PA | 01/2025 | Present |
| Endicott College | Beverly | MA | 08/2019 | 05/2024 |
| William Tennent High School | Warminster | PA | 05/2015 | 06/2019 |
| Osaic Wealth Inc | Jericho | NY | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-30 |
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