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1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-06-22 |
| TX | RA | APPROVED_RES | 2026-04-06 |
| DE | RA | APPROVED | 2025-06-26 |
| PA | RA | APPROVED | 2024-08-29 |
| NY | RA | APPROVED | 2021-10-26 |
| NJ | RA | APPROVED | 2021-06-09 |
Branch Locations
148 North Main Street, Mullica Hill, NJ 08062 • United States
336 Route 70 West 2Nd Floor, Marlton, NJ 08053 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Summit Financial Group, Inc. | Colts Neck | NJ | 05/2018 | 12/2019 |
| Ups | Edison | NJ | 05/2018 | 04/2021 |
| Cetera Advisor Networks Llc | Colts Neck | NJ | 09/2019 | 12/2019 |
| Td Bank N.A. | Middletown | NJ | 12/2019 | 06/2021 |
| Td Bank N.A. | Cranford | NJ | 06/2021 | Present |
| Td Private Client Wealth Llc | Cranford | NJ | 06/2021 | Present |
| Summit Brokerage Services | Colts Neck | NJ | 07/2015 | 09/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-07-18 |
| S63 | Uniform Securities Agent State Law Examination | 1994-07-01 |
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