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Current Employers
Snc Wealth Management Llc

Plainsboro, NJ • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-03-13
  • NJ RA
    APPROVED
    Since 2025-03-13

Branch Locations

Plainsboro, NJ • United States

Plainsboro, NJ • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Verizon Basking Ridge NJ 06/2003 10/2021
Anaplan Inc San Jose CA 10/2021 02/2023
Snc Wealth Management Llc Plainsboro NJ 06/2022 Present
  • 06/2003 → 10/2021
    Verizon
    Basking Ridge, NJ
  • 10/2021 → 02/2023
    Anaplan Inc
    San Jose, CA
  • 06/2022 → Present
    Plainsboro, NJ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-01-15
  • S65 Uniform Investment Adviser Law Examination
    2022-01-15

View on SEC IAPD

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