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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-10-09 |
| CT | RA | APPROVED | 2025-02-26 |
| NJ | RA | APPROVED | 2025-01-24 |
Branch Locations
50 Tice Blvd Suite 280, Woodcliff Lake, NJ 07677 • United States
1040 Broad Street Suite 202, Shrewsbury, NJ 07702-4331 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Alcove Private Wealth | Princeton | NJ | 01/2023 | 09/2024 |
| Payroll Funding Company | Princeton | NJ | 09/2022 | 12/2022 |
| Putnam Investments | Boston | MA | 07/2022 | 08/2022 |
| University Of New Hampshire | Durham | NH | 08/2019 | 05/2023 |
| Lewis School Of Princeton | Princeton | NJ | 09/2014 | 05/2017 |
| Unemployed | Skillman | NJ | 05/2017 | 08/2019 |
| Lpl Financial | Princeton | NJ | 01/2023 | 09/2024 |
| Planning Alliance | Shrewsbury | NJ | 10/2024 | 11/2024 |
| Park Avenue Securities | Shrewsbury | NJ | 11/2024 | Present |
| Unemployed | Skillman | NJ | 09/2024 | 10/2024 |
| Guardian Life Insurance Company | Shrewsbury | NJ | 11/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-19 |
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