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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-05-15 |
| PA | RA | APPROVED | 2026-05-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Full Time Education | Mount Laurel | NJ | 09/2015 | 06/2017 |
| Full Time Education | Medford | NJ | 09/2017 | 06/2021 |
| Full Time Education | New Brunswick | NJ | 08/2021 | 05/2025 |
| Climit | New Brunswick | NJ | 04/2022 | 05/2024 |
| Lumberton Township | Lumberton | NJ | 05/2024 | 08/2024 |
| Unemployed | Mount Laurel | NJ | 06/2025 | 11/2025 |
| Equitable Advisors Llc | Bala Cynwyd | PA | 11/2025 | 04/2026 |
| Charles Schwab & Co., Inc. | Wayne | PA | 04/2026 | Present |
| Charles Schwab Bank, Ssb | Wayne | PA | 04/2026 | Present |
| Unemployed | Mount Laurel | NJ | 07/2017 | 08/2017 |
| Unemployed | Mount Laurel | NJ | 07/2021 | 07/2021 |
1) Phi Mu Delta Fraternity Mu Sigma Chapter Alumni Association | Investment Related:No|Nonprofit Charitable Organizations|Treasurer|10/23/2025|Less than 20|0|Manage bank accounts and budgeting for nonprofit alumni association. Prepare plans and structure for alumni donation funding. Participate in occasional planning meetings and events supporting charitable and professional development initiatives for undergraduate students of the Phi Mu Delta Fraternity., 2) Rutgers Alumni Association | Investment Related:No|1 Spring Street|New Brunswick|New Jersey|08901|United States|Nonprofit Charitable Organizations|Vice President of Governance|7/1/2026|Less than 20|0|The Vice Presidents of Government and Membership of the Rutgers Alumni Association serve as key leaders within the organization, assisting in the development and execution of strategic initiatives to engage alumni and enhance the association's mission. These roles involve collaboration with the President, board members, and staff to foster a strong alumni network and support the institution's goals.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-04 |
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