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140 Broad Street Suite 200, Office 231, Red Bank, NJ 07701 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-06-24 |
Branch Locations
140 Broad Street Suite 200, Office 231, Red Bank, NJ 07701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Maxim Group Llc | New York | NY | 12/2017 | 08/2018 |
| Cap Intro | Central | 10/2012 | 11/2017 | |
| Self-Employed | Hong Kong | 08/2018 | 02/2019 | |
| Finex Hong Kong | Hong Kong | 02/2019 | 11/2021 | |
| Self-Employed | Hong Kong | 12/2021 | 10/2022 | |
| Umergence Llc | Plantsville | CT | 01/2022 | 04/2026 |
| Molokai Advisors Llc | Red Bank | NJ | 01/2023 | Present |
| Bluestone Growth Partners Llc | Commack | NY | 04/2026 | Present |
1) Easterseals NJ; not investment related; Jamesburg, NJ; Behavioral Therapist; start date 3/1/2025; ~40 hrs per week; during trading hours; caregiver for special needs individual. 2) MOLOKAI ADVISORS LLC; RED BANK, NJ; YES INVESTMENT RELATED; REGISTERED INVESTMENT ADVISOR; PRIMARY DUTIES ARE AS BUSINESS DEVELOPMENT; SPEND 30-40 HRS/WK, BUT NOT ALL ARE RIA RELATED WORK.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-23 |
| S66 | Uniform Combined State Law Examination | 2023-01-27 |
| S63 | Uniform Securities Agent State Law Examination | 2018-01-12 |
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