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14 Penn Plaza Ste 1316, New York, NY 10122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-12-02 |
Branch Locations
14 Penn Plaza- Suite 1316, New York, NY 10122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Edison | NJ | 10/2010 | 11/2017 |
| Fountainhead Capital Management | Edison | NJ | 11/2017 | 11/2025 |
| Rmr Wealth Management | New York | NY | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-08-02 |
| S63 | Uniform Securities Agent State Law Examination | 1994-06-15 |
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