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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-06-03 |
Branch Locations
51 John F Kennedy Pkwy 5Th Fl Office Center At Short Hills, Short Hills, NJ 07078 • United States
101 Federal Pl Ste 101 [Regional Supervision], Tarpon Springs, FL 34689 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services | Summit | NJ | 03/2025 | Present |
| Wells Fargo Bank | Summit | NJ | 03/2025 | Present |
| Webster Bank | Paramus | NJ | 02/2018 | 12/2024 |
| Israel Discount Bank | New York | NY | 12/2017 | 02/2018 |
| Tiaa Aka Everbank | Parsippany | NJ | 03/2016 | 12/2017 |
Rental property, single family residential condo located at 509 Winter Terrace, Winter Haven, FL 33881. I am the owner of the property that I purchased in 2022. I spend no more than 0-1 hours a month devoted to this property management. I spend zero hours on this activity during securities trading hours. Respond to any repair/maintenance concerns when/if such arise. Ensure lease is re-signed annually.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-02 |
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