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7 Giralda Farms Suite 190, Madison, NJ 07940 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-01-06 |
| TX | RA | APPROVED | 2023-04-28 |
Branch Locations
7 Giralda Farms Suite 190, Madison, NJ 07940 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Florham Park | NJ | 06/2010 | 04/2023 |
| Bank Of America, N.A. | Florham Park | NJ | 07/2010 | 04/2023 |
| Premier Path Wealth Partners | Madison | NJ | 04/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-09-14 |
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