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190 Carondelet Plaza Suite 1200, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-10-01 |
| MO | RA | APPROVED | 2025-09-29 |
| PA | RA | APPROVED | 2025-09-29 |
Branch Locations
155 E 3Rd St, Moorestown, NJ 08057 • United States
190 Carondelet Plaza Suite 1200, St. Louis, MO 63105 • 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 | 09/2017 | 01/2020 |
| University Of Scranton | Scranton | PA | 08/2014 | 05/2017 |
| Clear Blue Pool Managment | Hackettstown | NJ | 05/2013 | 08/2016 |
| Unemployed | Montville | NJ | 05/2017 | 09/2017 |
| Morgan Stanley | West Conshohocken | PA | 07/2021 | 09/2025 |
| Kwik Mortgage | Parsippany | NJ | 01/2020 | 06/2021 |
| Moneta Group Investment Advisors, Llc | Moorestown | NJ | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-12-09 |
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