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Princeton, NJ • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APP_PEND_IARCE | 2026-01-01 |
| NY | RA | APPROVED | 2021-04-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lifecycle Financial Advisors, Llc | East Windsor | NJ | 06/2012 | 11/2018 |
| Mcgraw-Hill Federal Credit Union | East Windsor | NJ | 04/2012 | 11/2018 |
| Unemployed | New York | NY | 12/2018 | 12/2019 |
| Guide-U Wealth Advisors Llc | Princeton | NJ | 12/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2002-09-23 |
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