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5700 West 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-05-15 |
Branch Locations
365 W Passaic Street Suite 227, Rochelle Park, NJ 07662 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup, Inc. | New York | NY | 05/2010 | 09/2021 |
| Lpl Financial Llc | Chester | NJ | 10/2021 | 05/2023 |
| Gladstone Wealth Partners | Chester | NJ | 10/2021 | 05/2023 |
| Mariner Platform Solutions | Englewood | NJ | 05/2023 | Present |
| Carbon Wealth Management | Rochelle Park | NJ | 05/2023 | Present |
1) Carbon Wealth Management, Managing Partner; offering investment advisory services through Mariner Platform Solutions, start date: 5/2023; 160 hours/month during securities trading hours 2) East Hill Synagogue; not investment-related; Englewood, NJ; Board member/Treasurer; start date: 10/2022; 8 hrs/month; 0 hrs during securities trading hours; provides organizational planning and ensures legal obligations are met.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-29 |
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