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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-03-18 |
Branch Locations
2317 Rt 34 Suite 1D & 1E, Manasquan, NJ 08736 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| S&P Global (Formerly Known As Private Market Connect) | Bala Cyn Wyd | PA | 06/2021 | 04/2024 |
| Elon University Admissions Building | Elon | NC | 09/2019 | 05/2021 |
| Elon University | Elon | NC | 09/2017 | 05/2021 |
| Sawmill Ymca Day Camp | Hamilton Township | NJ | 06/2018 | 08/2018 |
| Hun School Of Princeton | Princeton | NJ | 09/2013 | 06/2017 |
| Cetera Wealth Services, Llc | El Segundo | CA | 03/2025 | Present |
| Unemployed | Yardley | PA | 04/2024 | 03/2025 |
| Cetera Investment Advisers Llc | Schaumberg | IL | 03/2025 | Present |
| Princeton Junior Tigers Hockey | Lawrenceville | NJ | 07/2026 | Present |
1. Name of other business: Fixed insurance Investment related: Yes Address: Same as registered location Nature of business: Fixed Insurance Start Date: 09/2024 Apx number of hours per week: 10 Apx number of hours during trading hours: 10 Position/title/relationship: Insurance Agent Brief description of duties: Insurance Sales and Service; 2. Name of other business: Allied Wealth Partners Investment related: Yes Address: Same as registered location Nature of business: DBA - branding team name for Financial Services Start date: 03/2025 Position/title/relationship: Financial Professional Apx number of hours per week: 40 Apx number of hours during trading hours: 40 Brief description of duties: Providing Insurance, Securities, and Advisory services; 3. NAME OF OTHER BUSINESS: PRINCETON JUNIOR TIGERS HOCKEY INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: 2500 MAIN STREET ROUTE 206 NORTH, LAWRENCEVILLE NJ08648 START DATE: 9/1/2026 POSITION/TITLE/RELATIONSHIP: HOCKEY COACH APX NUMBER OF HOURS PER WEEK: 8 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: COACHING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-30 |
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