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525 Nj-73 Suite 200, Marlton, NJ 08053 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-07-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, Na | Newark | DE | 03/2024 | 11/2024 |
| Jpmorgan Securities Llc | Newark | DE | 03/2024 | 11/2024 |
| Td Bank | Mount Laurel | NJ | 02/2023 | 03/2024 |
| Handcraft Auto Body | Philadelphia | PA | 02/2021 | 01/2023 |
| Td Bank | Mount Laurel | NJ | 04/2019 | 12/2019 |
| Rutgers | Camden | NJ | 09/2021 | 01/2024 |
| Abercrombie & Fitch Co. | Cherry Hill | NJ | 12/2018 | 07/2019 |
| Unemployed | Moorestown | NJ | 03/2014 | 03/2019 |
| Unemployed | Cherry Hill | NJ | 01/2020 | 01/2021 |
| Raymond James & Associates | Princeton | NJ | 04/2025 | 07/2025 |
| Raymond James & Associates | Princeton | NJ | 07/2025 | 01/2026 |
| Unemployed | Cherry Hill | NJ | 11/2024 | 07/2025 |
| Laurel Oak Wealth Management, Llc | Marlton | NJ | 03/2026 | Present |
| Unemployed | Cherry Hill | NJ | 02/2026 | 02/2026 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-25 |
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