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51 Jfk Parkway 1St Fl W, Suite 107, Short Hills, NJ 07078 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-07-10 |
Branch Locations
51 Jfk Parkway 1St Fl W, Suite 107, Short Hills, NJ 07078 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Edison | NJ | 01/2015 | 01/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Colonia | NJ | 02/2019 | 07/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Colonia | NJ | 04/2019 | 07/2024 |
| Compass Private Wealth Group Llc | Short Hills | NJ | 07/2024 | Present |
1) Licensed insurance agent; Investment-related; 51 JFK Parkway, 1st Fl West, Short Hills, NJ. 07078; Insurance sales; Implementation of insurance recommendations; 5% of time during the month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-29 |
| S63 | Uniform Securities Agent State Law Examination | 2006-02-27 |
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