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43 Old Ln., Towaco, NJ 07082 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2019-12-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. - Merrill Lynch | Short Hills | NJ | 06/2016 | Present |
| Freedom Found Financial Llc Dba Freedom Found Financial | Towaco | NJ | 09/2019 | Present |
| Freedom Found Financial Llc Dba Freedom Found Financial | Towaco | NJ | 12/2019 | Present |
| Origin Financial | San Francisco | CA | 10/2021 | 08/2023 |
| Civicsolutions Group | Boonton | NJ | 07/2024 | Present |
Financial Consultant at CivicSolutions Group; Boonton, NJ; 07/2024; assists underprivileged youth with ABLE and PASS accounts and offers general educational support to their families involved in the program.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-11-14 |
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