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Westfield, NJ • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-12-19 |
Branch Locations
Westfield, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Upper Montclair | NJ | 03/2012 | 02/2019 |
| Bank Of America, N.A. | Upper Montclair | NJ | 08/2012 | 02/2019 |
| Laidlaw Company | New York | NY | 02/2019 | Present |
| Laidlaw Wealth Management | New York | NY | 02/2019 | Present |
| Prosperiant Wealth Management, Llc | Hoboken | NJ | 12/2023 | Present |
| Laidlaw Wealth Management | New York | NY | 02/2019 | 12/2023 |
| Merrill Lynch | New York | NY | 04/2012 | 02/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-01-20 |
| S63 | Uniform Securities Agent State Law Examination | 2011-12-22 |
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