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595 Bay Isles Rd Suite 120-J, Longboat Key, FL 34228 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-04-29 |
| FL | RA | APPROVED | 2026-04-23 |
| NJ | RA | APPROVED | 2026-03-27 |
| PA | RA | APPROVED | 2026-03-18 |
Branch Locations
595 Bay Isles Rd Suite 120-J, Longboat Key, FL 34228 • United States
300 Carnegie Center Suite 150, Princeton, NJ 08540 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hd Vest Investment Services | Lawernceville | NJ | 07/2010 | 06/2019 |
| Tej Industries Inc | Lawrenceville | NJ | 01/2009 | 06/2019 |
| Hd Vest Advisory Services | Ewing | NJ | 07/2013 | 06/2019 |
| Century Business & Financial Services | Lawrenceville | NJ | 11/2013 | 06/2019 |
| Orc International/Engine Group | Princeton | NJ | 02/2014 | 05/2017 |
| Jet Cube Inc | Princeton | NJ | 06/2017 | Present |
| Century Business & Financial Services | Longboat Key | FL | 03/2026 | Present |
Jet Cube Inc~'NIR'~300 Carnegie Center Suite 150, Princeton, New Jersey~Other~Other~6/1/2017~144hrs~4hrs~President~Software Development|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-26 |
| S63 | Uniform Securities Agent State Law Examination | 2010-10-26 |
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