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2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2024-09-20 |
| NJ | RA | APPROVED | 2024-09-10 |
Branch Locations
3350 State Route 138 Ste 112, Wall, NJ 07719 • United States
7 Carroll Ct, Bluffton, SC 29910 • United States
3350 Route 138 Building #1, Ste 111, Wall, NJ 07719 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank Na | Toms River | NJ | 06/2007 | 12/2018 |
| J.P. Morgan Securities Llc | Howell | NJ | 10/2012 | 12/2018 |
| Santander Securities, Llc | Dorchester | MA | 01/2019 | 04/2022 |
| Santander Bank, Na | Boston | MA | 01/2019 | 04/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lakewood | NJ | 09/2022 | 08/2024 |
| Unemployed | Forked River | NJ | 04/2022 | 09/2022 |
| Bank Of America N.A. | Lakewood | NJ | 11/2022 | 08/2024 |
| Ae Wealth Management, Llc | Topeka | KS | 08/2024 | Present |
| Family Focus Financial Group | Wall | NJ | 08/2024 | Present |
Family Focus Financial Group; Yes, Investment Related; 3350 Route 138, Building #1, Ste 111, Wall, NJ, 07719; Insurance Sales; POSITION Financial Advisor; Start Date 08/2024; Approx. 160 hours a month; Approx. 120 hours during trading; Insurance Sales and Services.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-06 |
| S63 | Uniform Securities Agent State Law Examination | 2006-07-05 |
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