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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-07-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment | Fort Washington | PA | 05/2023 | Present |
| Adelphia Wine Market | Bernardsville | NJ | 07/2020 | 08/2021 |
| Mennen Sports Arena | Morristown | NJ | 11/2016 | 08/2019 |
| Florida State University | Tallahassee | FL | 08/2019 | 05/2023 |
| Unemployed | Bernardsville | NJ | 05/2013 | 11/2016 |
| S.A.F.E. Benefits Consulting Group | Warren | NJ | 05/2022 | 08/2022 |
STATE & FEDERAL EMPLOYEE (SAFE) BENEFITS CONSULTING GROUP POSITION: Associate NATURE: Financial Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 7 START DATE: 06/01/2023 ADDRESS: 45 Mountain blvd., Warren NJ 07059, United States DESCRIPTION: Assist my advisor with administrative steps and sales preps.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-14 |
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