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345 California Street Suite 600, San Francisco, CA 94104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2021-12-06 |
| TX | RA | APPROVED | 2021-12-03 |
Branch Locations
345 California Street Suite 600, San Francisco, CA 94104 • United States
Crawford, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank Na | Summit | NJ | 09/2017 | 06/2019 |
| Grisanti Capital Management | New York | NY | 05/2014 | 05/2017 |
| Unemployed | Na | NJ | 06/2014 | 08/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Short Hills | NJ | 06/2019 | 12/2021 |
| Bank Of America, N.A. | Short Hills | NJ | 07/2019 | 12/2021 |
| Farther Finance Advisors, Llc | Cranford | NJ | 12/2021 | Present |
I*124749 For profit or not for profit: Non-Profit Organization Name of outside business organization: Imagine, A Center for Coping with Loss Investment related: N Address of business: Mountainside, New Jersey 07092 Nature of business: Charitable Organization, Position, title, association: Trustee, Start date of relationship: 9/1/2018 Number of hours devoted: 3 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Member of the Board of Trustees for Imagine, A Center for Coping with Loss. Imagine provides free year-round grief loss services to children who have lost a loved one. Also sit on the Development committee.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-06-24 |
| S63 | Uniform Securities Agent State Law Examination | 2017-11-22 |
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