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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-07-11 |
Branch Locations
1 Belmont Avenue Ste. 1100, Bala Cynwyd, PA 19004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 01/2022 | Present |
| Summit Financial | Red Bank | NJ | 01/2020 | 10/2021 |
| Philadelphia Country Club | Gladwyne | PA | 05/2018 | 10/2021 |
| Monmouth University | West Long Branch | NJ | 08/2017 | 05/2021 |
| Philadelphia Cricket Club | Flourtown | PA | 06/2015 | 08/2017 |
| Plymouth Whitemarsh | Plymouth Meeting | PA | 09/2013 | 08/2017 |
| Unemployed | Lafayette Hill | PA | 10/2021 | 01/2022 |
USING DBA: THE ROCKLAND GROUP - WEALTH MANAGEMENT, LLC VINCENT.MARTINA@ROCKLANDWEALTH.COM, WWW.ROCKLANDWEALTH.COM;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-28 |
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