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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-03-15 |
| TX | RA | APPROVED | 2024-03-14 |
Branch Locations
90 Woodbridge Center Drive 7Th Floor, Woodbridge, NJ 07095 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Capitol Securities Management | Florham Park | NJ | 05/2015 | 06/2019 |
| Lpl Financial Llc | Warren | NJ | 06/2019 | 03/2024 |
| Equitable Advisors, Llc | New York | NY | 03/2024 | Present |
BPOE of Summit NJ Lodge #1246 - Charitable/Fraternal Organization - Position: Trustee for the Brotherhood Protective Order of Elks (BPOE) Summit Lodge No. 1246. I do not handle cash nor Lodge accounts. I am no in the daily activities of funning this 2,800 member Lodge. I act as a fiduciary for the Lodge's operations and have in this position for approximately 8 years.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-02-17 |
| S63 | Uniform Securities Agent State Law Examination | 1995-05-08 |
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