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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-02-18 |
| NJ | RA | APPROVED | 2025-01-07 |
Branch Locations
21 South St, Morristown, NJ 07960 • United States
84 E Main St Ste A, Mendham, NJ 07945 • United States
51 John F Kennedy Pkwy 5Th Fl [J1/J2/J5-Rbo], Short Hills, NJ 07078 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Summit | NJ | 01/2012 | 06/2017 |
| Lpl Financial Llc | Farifield | NJ | 06/2017 | 11/2017 |
| Private Advisor Group, Llc | Morristown | NJ | 06/2017 | 11/2017 |
| Citigroup | New York | NY | 11/2017 | 01/2024 |
| Securities America, Inc. | New York | NY | 01/2024 | 04/2024 |
| Securities America Advisors | New York | NY | 01/2024 | 04/2024 |
| Planmember Securities Corporation | Carpinteria | CA | 06/2024 | 01/2025 |
| The 401K Group | Red Bank | NJ | 06/2024 | 01/2025 |
| Wells Fargo Clearing Services, Llc | Summit | NJ | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-12-16 |
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