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1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-11-06 |
Branch Locations
133 Franklin Avenue, Ridgewood, NJ 07450 • United States
70 Morristown Road, Bernardsville, NJ 07924 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | New York | NY | 05/2016 | 12/2022 |
| Charles Schwab And Co., Inc. | New York | NY | 12/2022 | 01/2024 |
| Rbc Capital Markets, Llc | Paramus | NJ | 05/2024 | 05/2024 |
| Unemployed | Ridgewood | NJ | 02/2024 | 04/2024 |
| Unemployed | Ridgewood | NJ | 05/2024 | 10/2024 |
| Td Private Client Wealth Llc | Cranford | NJ | 10/2024 | Present |
| Td Bank N.A. | Cranford | NJ | 10/2024 | Present |
Name: Rental Property to college students in Fairfield CT, Role: Property Owner, Start Date: 09/08/2020, Investment Related?: No, Address: 709 Fairfield Beach Rd, Fairfield, CT 06824, Duties: Real Estate owner for rental income
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-07-28 |
| S65 | Uniform Investment Adviser Law Examination | 1997-08-28 |
| S63 | Uniform Securities Agent State Law Examination | 1994-06-03 |
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