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Austin, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-08-08 |
| CA | RA | APPROVED | 2023-12-12 |
| LA | RA | APPROVED | 2023-07-17 |
| NY | RA | APPROVED | 2021-10-12 |
| TX | RA | APPROVED | 2021-07-06 |
| NJ | RA | APPROVED | 2018-03-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Randolph | NJ | 04/2013 | 03/2018 |
| Private Portfolio Partners, Llc | Paramus | NJ | 04/2013 | 03/2018 |
| Gcb Private Wealth | Randolph | NJ | 01/2018 | Present |
| Private Portfolio Partners, Llc | Paramus | NJ | 04/2013 | 03/2018 |
| Insurance Agent | Randolph | NJ | 01/2014 | Present |
1. 04/19/2013: OTHER-ACTOR - BRAD BOLLE - ACTOR. ACTING IN COMMERIALS, TV SHOWS THEATRE AND MOVIES. - NOT INVESTMENT RELATED - TIME SPENT 5%/ RANDOLPH, NJ. 2. 12/3/2014 - OTHER-PREPAID LEGAL AND IDENTITY THEFT PROTECTION - LEGALSHIELD - INVESTMENT RELATED - TIME SPENT 20 HOURS PER MONTH - RANDOLPH, NJ. 3. Insurance Agent, non-investment related, Randolph, NJ, Insurance, 01/2014, 8 hours per month, 8 hours per month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-11-21 |
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