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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-01-23 |
| TX | RA | APPROVED | 2026-01-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tilton Fitness | Galloway | NJ | 06/2015 | 09/2016 |
| Evolve Fitness Management And Consulting | Ocean City | NJ | 09/2016 | 09/2018 |
| Thomas Heist Insurance | Ocean City | NJ | 09/2018 | 03/2020 |
| Unemployed | Ocean City | NJ | 03/2020 | 09/2021 |
| Liberty Mutual Insurance | Marlton | NJ | 09/2021 | 09/2022 |
| Minnitis Insurance Agency | Blackwood | NJ | 09/2022 | 01/2023 |
| Allen Associates | Vineland | NJ | 01/2023 | 01/2026 |
| Lincoln Investment | Fort Washington | PA | 02/2023 | 01/2026 |
| Lincoln Investment | Fort Washington | PA | 04/2023 | 01/2026 |
| Capital Analysts | Fort Washington | PA | 04/2023 | 01/2026 |
| Morgan Stanley | Northfield | NJ | 01/2026 | Present |
1 .676775 - Women EmpowerMentors LLC; Investment Related - Yes; Ocean City, New Jersey; Civic/Religious/Community; Other (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 01/2018; During Business Hours: 0; After Business Hours: 0; Other. 2. 676774 - ABG Partners LLC; Investment Related - Yes; Ocean City, New Jersey; Recreation; Partner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 01/2008; During Business Hours: 0; After Business Hours: 0; Other.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-21 |
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