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332 Tilton Road, Northfield, NJ 08225 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-06-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Margate Rec | Margate | NJ | 06/2018 | 08/2018 |
| Northfield Community School | Northfield | NJ | 06/2016 | 06/2018 |
| The Peddie School | Hightstown | NJ | 08/2018 | 05/2022 |
| Linwood Country Club | Linwoood | NJ | 06/2020 | 08/2022 |
| University Of Notre Dame | Notre Dame | IN | 08/2022 | 05/2026 |
| Tomatoe's | Margate | NJ | 06/2023 | 06/2025 |
| Tideline | Margate | NJ | 06/2025 | 08/2025 |
| Cra Financial | Northfield | NJ | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-18 |
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