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51 Jfk Parkway 1St Fl W, Suite 107, Short Hills, NJ 07078 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-06-03 |
| NJ | RA | APPROVED | 2021-11-10 |
Branch Locations
51 Jfk Parkway 1St Fl W, Suite 107, Short Hills, NJ 07078 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Edison | NJ | 01/2014 | 09/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Florham Park | NJ | 09/2018 | 11/2021 |
| Bank Of America, N.A. | Florham Park | NJ | 12/2018 | 11/2021 |
| Compass Private Wealth Group Llc | Short Hills | NJ | 11/2021 | Present |
1) Licensed insurance professional; same address; Not investment-related; less than 10% of time.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-04-20 |
| S63 | Uniform Securities Agent State Law Examination | 1998-11-17 |
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