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50 Tice Blvd. #340, Woodcliff Lake, NJ 07677 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-06-11 |
| NY | RA | APPROVED | 2021-07-26 |
| NJ | RA | APPROVED | 2020-06-23 |
Branch Locations
226 N. Front St. #206, Wilmington, NC 28401 • United States
50 Tice Blvd. #340, Woodcliff Lake, NJ 07677 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Shamrock Financial Services | Woodcliff Lake | NJ | 10/2009 | Present |
| Taylor Capital Management | Woodstock | GA | 10/2011 | 08/2019 |
1) INSURANCE AGENT - 11/2001 TO PRESENT. INVESTMENT RELATED. DUTIES INCLUDE OFFERING INSURANCE PRODUCTS AND SERVICES TO CLIENTS AND PROSPECTS. APPROXIMATELY 50% OF TIME DEVOTED TO THIS ACTIVITY, DURING SECURITIES TRADING HOURS. 50 TICE BLVD., STE. 340, WOODCLIFF LAKE, NJ 07677.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-07-30 |
| S63 | Uniform Securities Agent State Law Examination | 1993-07-27 |
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