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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-12-15 |
| NY | RA | APPROVED | 2023-12-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Cedar Knolls | NJ | 04/2020 | 11/2020 |
| Wells Capital Management | North Brunswick | NJ | 04/2005 | 05/2019 |
| Unemployed | Morris Plains | NJ | 06/2019 | 03/2020 |
| Integras Partners, Llc | Alpharetta | GA | 12/2020 | 02/2022 |
| New York Life Insurance Co | New York | NY | 11/2022 | Present |
| Nylife Securities Llc | New York | NY | 11/2022 | Present |
| School District Of The Chathams | Chatham | NJ | 03/2022 | 10/2022 |
| Eagle Strategies Llc | New York | NY | 12/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-02-24 |
| S65 | Uniform Investment Adviser Law Examination | 2020-12-23 |
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