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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-07-07 |
Branch Locations
161 Washington Valley Road Suite 205, Warren, NJ 07059 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pennington | NJ | 07/2011 | 12/2021 |
| Avantax Investment Services | Parsippany | NJ | 11/2022 | 09/2025 |
| Unemployed | Hillsborough | NJ | 12/2021 | 11/2022 |
| Avantax Planning Partners, Inc. | Parsippany | NJ | 11/2022 | 05/2026 |
| Avantax Insurance Agency And/Or Avantax Insurance Services. | Parsippany | NJ | 12/2022 | 09/2025 |
| Cetera Wealth Services, Llc | Parsippany | NJ | 09/2025 | 06/2026 |
| Wells Fargo Advisors Financial Network, Llc | Warren | NJ | 06/2026 | Present |
1) GRAPE EXPECTATIONS POSITION: General staff NATURE: Grape Expectations is a wine making school. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 09/10/2005; ADDRESS: 25E Karney Sy, Bridgewater NJ 08807, United States; DESCRIPTION: I assist customers with making wine. I also operate and clean machinery.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-01-18 |
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