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999 Riverview Drive Suite 201, Totowa, NJ 07512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-03-22 |
Branch Locations
999 Riverview Drive Suite 201, Totowa, NJ 07512 • United States
333 Earle Ovington Blvd Suite #510, Uniondale, NY 11553 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Fund Services | New York | NY | 08/2013 | 12/2021 |
| Apw Inc | Rockaway | NJ | 01/2022 | 12/2023 |
| Standard Pension Services | Garden City | NY | 01/2022 | 03/2024 |
| Apw Inc | Rockaway | NJ | 12/2023 | Present |
| Standard Pension Services | Garden City | NY | 03/2024 | Present |
1. Brown & Brown, yes, 300 Garden City Plaza Suite 252 Garden City NY 11530, RIA, Paraplanner, employee, 1/3/2022, 160 hours/month, 6.5, assist in the preparation of pwm and retirement plan client reviews and financial planning. 2. Benson Tang, no, Forest Hills NY, apartment rental, Landlord, 2014, 0-1 hours/month, 0, landlord.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-21 |
| S63 | Uniform Securities Agent State Law Examination | 2024-02-09 |
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