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17100 E Shea Blvd Suite 400A, Fountain Hills, AZ 85268 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-03-09 |
| NJ | RA | APPROVED | 2026-02-11 |
| NY | RA | APPROVED | 2026-02-09 |
Branch Locations
70 Hilltop Rd Suite 2450, Ramsey, NJ 07446 • United States
17100 E Shea Blvd Suite 400A, Fountain Hills, AZ 85268 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Secor Farms | Mahwah | NJ | 01/2016 | 12/2016 |
| Don Bosco Prep | Ramsey | NJ | 09/2013 | 05/2017 |
| Paramus Moving | Wyckoff | NJ | 06/2017 | 02/2022 |
| Villanova University | Villanova | PA | 09/2017 | 05/2020 |
| Windrate | West Palm Beach | FL | 08/2020 | 01/2021 |
| Myers Holum | Mahwah | NJ | 02/2021 | 12/2021 |
| Corellium | Delray Beach | FL | 02/2022 | 02/2026 |
| Key Group Management | Ramsey | NJ | 02/2026 | Present |
| New Jersey Moving And Storage | Ramsey | NJ | 05/2020 | Present |
| Key Group Benefits | Ramsey | NJ | 01/2026 | Present |
Managing Partner at New Jersey Moving and Storage in Ramsey NJ. 5/hrs per week during trading hours non-investment related. Managing Partner at Key Group Benefits (Life & Health Insurance producer) in Ramsey NJ. 5hrs/ per week during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-24 |
| S63 | Uniform Securities Agent State Law Examination | 2025-02-01 |
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