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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-10-02 |
| NJ | RA | APPROVED | 2023-09-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Securities Inc. | Marlton | NJ | 08/2019 | 04/2023 |
| Professional Wealth Management | Marlton | NJ | 06/2019 | 08/2019 |
| Simone Financial Services | Cinnaminson | NJ | 08/2012 | 05/2019 |
| Dr. Michelle Rowen | Glendora | NJ | 01/2019 | 05/2019 |
| Target | Deptford | NJ | 10/2018 | 01/2019 |
| Strategic Solutions Healthcare | Barrington | NJ | 03/2018 | 04/2019 |
| Morgan Stanley | Mount Laurel | NJ | 05/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-16 |
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