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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-06-10 |
Branch Locations
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
1000 Waterview Drive Suite 202, Hamlton, NJ 08691 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pennington | NJ | 10/2022 | 01/2024 |
| Bloomberg Lp | Princeton | NJ | 10/2021 | 10/2022 |
| Fairview Lake Ymca | Newton | NJ | 06/2021 | 08/2021 |
| United States Postal Service | Freehold | NJ | 05/2020 | 10/2020 |
| University Of Southampton | Southampton | 09/2018 | 06/2021 | |
| Robbinsville High School | Robbinsville | NJ | 09/2014 | 08/2018 |
| Walmart | Freehold | NJ | 08/2021 | 09/2022 |
| Amazon.cOm | Robbinsville | NJ | 04/2020 | 05/2020 |
| National Life Group | Robbinsville | NJ | 12/2023 | 11/2024 |
| Equity Services Inc | Montpelier | VT | 01/2024 | 11/2024 |
| Garden State Securities, Inc. | Red Bank | NJ | 11/2024 | 10/2025 |
| Mml Investors Services Llc | Iselin | NJ | 10/2025 | 04/2026 |
| Massmutual Life Insurance Company | Iselin | NJ | 10/2025 | 04/2026 |
| Kestra Investment Services, Llc | Hamilton | NJ | 05/2026 | Present |
| Kestra Advisory Services, Llc | Hamilton | NJ | 05/2026 | Present |
Name: NEW CENTURY INVESTOR SERVICES POSITION: Registered Field Assistant NATURE: Registered Field Assistant INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 05/29/2026 ADDRESS: 1000 Waterview Drive, St 202, Hamilton NJ 08691, United States DESCRIPTION: providing technical support for the Lead Advisor. Responsibilities include data gathering, modeling, case design, scenario building, and plan and presentation development. Research investment managers, services, products, and pricing Understand and leverage the resources available at the Broker Dealer to the fullest extent Develop Centers of Influences such as Community Involvement, CPA's, and Attorneys etc. Name: NEW CENTURY TAX AND ACCOUNTING SERVICES POSITION: Tax Preparer NATURE: Tax/Accounting/CPA INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 05/29/2026 ADDRESS: 1000 Waterview Drive, St 202, Hamilton NJ 08691, United States DESCRIPTION: Tax preparation for individuals and businesses
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-27 |
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