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10 Sterling Blvd Suite 402, Englewood, NJ 07631 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-05-13 |
Branch Locations
850 Third Ave 19Th Floor, New York, NY 10022 • United States
10 Sterling Blvd Suite 402, Englewood, NJ 07631 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aj Wealth | New York | NY | 05/2017 | 12/2019 |
| Goldman Sachs | New York | NY | 04/2015 | 05/2017 |
| Aj Wealth | New York | NY | 01/2020 | 06/2021 |
| Svb Wealth Llc | New York | NY | 06/2021 | 04/2023 |
| The Cynosure Group | Salt Lake City | UT | 05/2023 | 10/2025 |
| Cynosure Portfolio Advisors Llc | Salt Lake City | UT | 10/2025 | 04/2026 |
| Pathstone | New York | NY | 05/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-08-23 |
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