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1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-08 |
| CO | RA | APPROVED | 2025-02-25 |
| VA | RA | APPROVED | 2025-01-24 |
| TX | RA | APPROVED_RES | 2024-10-25 |
| SC | RA | APPROVED | 2024-10-03 |
| FL | RA | APPROVED | 2024-10-01 |
| PA | RA | APPROVED | 2024-10-01 |
| NC | RA | APPROVED | 2024-09-30 |
| WY | RA | APPROVED | 2024-03-07 |
| RI | RA | APPROVED | 2018-02-01 |
| NJ | RA | APPROVED | 2017-03-23 |
Branch Locations
70 Morristown Road, Bernardsville, NJ 07924 • United States
336 Route 70 West 2Nd Floor, Marlton, NJ 08053 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Investments | Bridgewater | NJ | 08/2012 | 03/2017 |
| Td Bank N.A. | Bernardsville | NJ | 03/2017 | Present |
| Td Private Client Wealth Llc | Bernardsville | NJ | 03/2017 | Present |
JOLIE GROUP, LLC-21 BIGGS PLACE FLEMINGTON, NJ 08822-START DATE 6/2008-HOLDING COMPANY FOR A MIXED USE BUILDING-I AM THE MANAGING MEMBER-NOT INVESTMENT RELATED-4HRS/MONTH I AM 50% OWNER OF THE COMMERCIAL PROPERTY. IT'S AN INVESTMENT FOR ME AND MY WIFE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-10-28 |
| S63 | Uniform Securities Agent State Law Examination | 1993-09-23 |
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