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360 Mt. Kemble Ave, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2025-06-26 |
| TX | RA | APPROVED | 2025-06-12 |
Branch Locations
360 Mt. Kemble Ave, Morristown, NJ 07960 • United States
11035 Lavender Hill Drive Suite 160-194, Las Vegas, NV 89135 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Las Vegas | NV | 06/1983 | 08/2020 |
| Bank Of America, N.A. | Las Vegas | NV | 01/2009 | 08/2020 |
| Proquility Private Wealth Partners, Llc | Las Vegas | NV | 08/2020 | Present |
The Boys and Girls Clubs of Southern Nevada Foundation Other business is investment-related 2850 Lindell Road., Las Vegas, NV 89146 Non-profit organization Board Member Start date in January 1997 30 minutes per month, all during non-trading hours No direct investment advice is given and not managing assets. Assists the organization in drafting and maintaining the investment policy statement and overseeing the third-party asset manager.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-02-04 |
| S63 | Uniform Securities Agent State Law Examination | 1983-08-31 |
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