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163 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-10-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goldman Sachs & Co. Llc | Parsippany | NJ | 07/2022 | 09/2025 |
| Basf | Florham Park | NJ | 01/2022 | 05/2022 |
| Fairleigh Dickinson University | Madison | NJ | 08/2020 | 05/2022 |
| County College Of Morris | Randolph | NJ | 08/2019 | 05/2020 |
| High Point University | High Point | NC | 08/2018 | 05/2019 |
| Fairmount Country Club | Chatham | NJ | 05/2019 | 09/2021 |
| Florham Park Community Pool | Florham Park | NJ | 05/2015 | 09/2017 |
| New Horizons Day Camp | Florham Park | NJ | 05/2016 | 08/2018 |
| Instaswim | Florham Park | NJ | 05/2017 | 08/2021 |
| Mount Saint Dominic Academy | Caldwell | NJ | 09/2014 | 06/2018 |
| Beacon Trust Company | Morristown | NJ | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-20 |
| S66 | Uniform Combined State Law Examination | 2024-04-08 |
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