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1502 W Broadway Suite 301, Madison, WI 53713 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-03-19 |
Branch Locations
Parsippany, NJ • United States
1502 W Broadway Suite 301, Madison, WI 53713 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| E*Trade Securities Llc | Morristown | NJ | 01/2016 | 03/2022 |
| E*Trade Capital Management Llc | Morristown | NJ | 01/2016 | 03/2022 |
| Harrisdirect Llc | Morristown | NJ | 01/2016 | 03/2022 |
| Tiaa | Roseland | NJ | 06/2023 | 03/2025 |
| Tiaa-Cref Individual & Institutional Services, Llc | Roseland | NJ | 06/2023 | 03/2025 |
| Self Employed | Cedar Knolls | NJ | 03/2022 | 05/2023 |
| Navalign | Encino | CA | 09/2025 | 01/2026 |
| Unemployed | N/A | NJ | 03/2025 | 09/2025 |
| Madison Partners | Parsippany | NJ | 03/2026 | Present |
Protos Strategic Investments LLC Parsippany, NJ Owners Personal Trading Activity Since 03/2022 Not Investment Related Varifi Capital LLC Parsippany, NJ Owners Personal Trading Activity Since 07/2022 Not Investment Related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-11-09 |
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