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350 Madison Ave. Compliance 4Th Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-06-23 |
Branch Locations
70 Speedwell Avenue, Morristown, NJ 07960 • United States
70 Speedwell Ave, Morristown, NJ 07670 • United States
350 Madison Avenue, New York, NY 10017 • United States
80 East Ridgewood Ave Suite 3, Paramus, NJ 07652 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-09-05 |
Branch Locations
80 East Ridgewood Ave Suite 3, Paramus, NJ 07652 • United States
70 Speedwell Ave, Morristown, NJ 07670 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup | New York | NY | 07/2016 | 04/2019 |
| Infinex Investments, Inc. | Meriden | CT | 04/2019 | 08/2024 |
| Popular Community Bank | New York | NY | 04/2019 | 08/2024 |
| Valley National Bank | Morristown | NJ | 09/2024 | Present |
| Valley Financial Management, Inc. | Morristown | NJ | 09/2024 | Present |
| Valley Wealth Managers, Inc. | Morristown | NJ | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-11-04 |
| S63 | Uniform Securities Agent State Law Examination | 2009-06-16 |
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