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Stratham, NH • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-04-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mycio Wealth Partners, Llc | Philadelphia | PA | 05/2013 | 05/2017 |
| The Vanguard Group, Inc. | Malvern | PA | 05/2017 | 08/2022 |
| Unemployed | Wenomah | NJ | 09/2022 | 02/2023 |
| Cetera Investment Services Llc | Saint Cloud | MN | 03/2023 | 10/2023 |
| Cetera Investment Advisers Llc | Philadelphia | PA | 03/2023 | 10/2023 |
| Coastal Wealth Management | New York | NY | 10/2025 | 02/2026 |
| Valued Merchant Services | Moorestown | NJ | 02/2023 | 11/2025 |
| Elite Consulting Partners | Moorestown | NJ | 01/2025 | 02/2025 |
| South Jersey Treatment Management Company | West Deptford | NJ | 02/2025 | 03/2026 |
| Clark Asset Management, Llc | Stratham | NH | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-14 |
| S63 | Uniform Securities Agent State Law Examination | 2017-06-02 |
| S66 | Uniform Combined State Law Examination | 2011-11-29 |
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