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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-02-05 |
| NJ | RA | APPROVED | 2017-03-29 |
Branch Locations
110 Morris Street Suite 102, Morristown, NJ 07960 • United States
350 Millburn Ave, Millburn, NJ 07041 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Bank | Clifton | NJ | 08/2016 | 03/2017 |
| Pnc Investments | Pittsburgh | PA | 08/2016 | 03/2017 |
| Charles Schwab Bank | Millburn | NJ | 03/2017 | Present |
| Charles Schwab & Co., Inc. | Millburn | NJ | 03/2017 | Present |
1) Voya Insurance | Investment Related:No|8055 E Tufts Ave #650|Denver|CO|80237|USA|Insurance|Registered Representatve|10/1/2013|Less than 20|0|I am no longer a contracted representative with this insurance company. However, I do receive residual payments of about $25/month for previously sold insurance products
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-11-08 |
| S63 | Uniform Securities Agent State Law Examination | 2013-08-27 |
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