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1450 Brickell Avenue Suite 2610, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2021-08-23 |
| TX | RA | APPROVED | 2021-08-20 |
Branch Locations
224 Strawbridge Dr. Suite 110, Moorestown, NJ 08057 • United States
1450 Brickell Avenue Suite 2610, Miami, FL 33131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Marlton | NJ | 09/2007 | Present |
| Bank Of America,N.A. | Mount Laurel | NJ | 06/2011 | 08/2021 |
| Sanctuary Wealth | Moorestown | NJ | 08/2021 | Present |
(1) FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: RENTAL PROPERTY INVESTMENT RELATED: N ADDRESS OF BUSINESS: 2625 PARRISH ST, PHILADELPHIA, PENNSYLVANIA 19130 NATURE OF BUSINESS: OTHER, RENTAL PROPERTY POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 42401 NUMBER OF HOURS DEVOTED: 1 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: RENTAL PROPERTY (2) For profit or not for profit: Non-Profit Organization Name of outside business organization: Cathedral Kitchen Investment related: N Address of business: Camden, New Jersey 08105 Nature of business: Charitable Organization, Position, title, association: Advisory Board Member, Start date of relationship: 10/1/2019 Number of hours devoted: 2 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Board Member
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-11-09 |
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