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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-17 |
| DE | RA | APPROVED | 2025-07-11 |
| NY | RA | APPROVED | 2025-07-11 |
| PA | RA | APPROVED | 2025-07-11 |
| NJ | RA | APPROVED | 2025-07-01 |
Branch Locations
100 Somerset Corporate Blvd, Bridgewater, NJ 08807 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Clinton Bagel | Clinton | NJ | 09/2016 | 03/2017 |
| North Hunterdon Highschool | Annandale | NJ | 09/2016 | 06/2020 |
| Lasolas Market | Normandy | NJ | 06/2018 | 09/2018 |
| Beach Authority | Lavalette | NJ | 06/2019 | 09/2023 |
| University Of Delaware | Newark | DE | 08/2020 | 05/2024 |
| David A. Santini, Cpa Llc | Washington | NJ | 06/2022 | 09/2022 |
| Chefs International | Point Pleasant | NJ | 06/2023 | 11/2024 |
| University Of Delaware Parking Services | Newark | DE | 03/2023 | 09/2023 |
| Unemployment | Clinton | NJ | 06/2016 | 09/2016 |
| Unemployment | Mantoloking | NJ | 11/2024 | 01/2025 |
| Cetera Wealth Services, Llc | El Segundo | CA | 01/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 02/2025 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bridgewater | NJ | 06/2025 | Present |
| Bank Of America, N.A. | Bridgewater | NJ | 07/2025 | Present |
1. NAME OF OTHER BUSINESS: MARGFINANCIAL INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: INSURANCE, SECURITIES, AND ADVISORY SERVICES START DATE: 2/2025 POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: INSURANCE, SECURITIES, AND ADVISORY SERVICES;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-14 |
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