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1200 Morris Turnpike Suite 3005, Short Hills, NJ 07078 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-10-04 |
| TX | RA | APPROVED_RES | 2014-05-16 |
| NJ | RA | APPROVED | 2010-03-23 |
Branch Locations
1200 Morris Turnpike Suite 3005, Short Hills, NJ 07078 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Xpotential Inc. | Summit | NJ | 03/1999 | Present |
Informetric Systems Inc - Not investment related. New Providence, NJ. Informetric is a Software company for manufacturing automation. Independent Director on Board of Directors. 2019 to present. ~5 hours/month after business hours. Quarterly board meetings. Incidental board activity. No monetary compensation for this role.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-12-15 |
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