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100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-08-05 |
Branch Locations
1555 Zion Road Suite 202, Northfield, NJ 08225 • United States
100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services (Internship) | Conshohocken | PA | 06/2018 | 08/2018 |
| Unemployed | Sewell | NJ | 06/2020 | 09/2020 |
| Student | University Park | PA | 06/2016 | 05/2021 |
| Aon Affinity Insurance Services | Fort Washington | PA | 09/2020 | 09/2022 |
| Affiliated Distributors | Wayne | PA | 09/2022 | 12/2025 |
| Cornerstone Private Wealth | Northfield | NJ | 12/2025 | Present |
| Concurrent Investment Advisors, Llc | Tampa | FL | 07/2026 | Present |
Cornerstone Private Wealth, Investment Related; 1555 Zion Road, Suite 202, Northfield NJ 08225; Support Company/DBA; Non Owner; Wealth Strategy Analyst; 12/2025; 160 hrs/mo; 140 trading hrs/mo; Support Company/DBA under which name advisory services and general business administration is conducted.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-23 |
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