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3 Harding Road, Suite B, Red Bank, NJ 07701 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED | 2022-06-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Financial Consulate | Hunt Valley | MD | 01/2018 | 06/2018 |
| Lighthouse Financial Advisors, Inc. | Red Bank | NJ | 07/2018 | Present |
| Towson University | Towson | MD | 08/2017 | 01/2018 |
| Towson Univsersity | Towson | MD | 10/2016 | 01/2018 |
| Black Bear Lake Day Camp | Millstone | NJ | 05/2013 | 08/2017 |
| Terri Levine: The Business Mentoring Expert | North Wales | PA | 01/2015 | 04/2017 |
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