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14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-02-12 |
Branch Locations
795 Franklin Avenue Bldg. C, Suite 202, Franklin Lakes, NJ 07417 • United States
14600 Branch St., Omaha, NE 68154 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 11/2016 | 01/2022 |
| Global Vision Group | Annapolis | MD | 05/2016 | 10/2016 |
| Georgetown University | Washington | DC | 07/2012 | 05/2018 |
| Monumental Sports And Entertainment | Washington | DC | 07/2015 | 12/2016 |
| Bank Of America, N.A. | New York | NY | 09/2018 | 02/2024 |
| Royal Alliance | Roseland | NJ | 01/2023 | 02/2024 |
| Cwm, Llc | Omaha | NE | 02/2024 | Present |
| Taylor Financial | Franklin Lakes | NJ | 02/2024 | 01/2025 |
| Carson Wealth | Franklin Lakes | NY | 01/2025 | Present |
NAME OF BUSINESS: N/A NATURE: Real Estate START: 2/8/2020 POSITION: Owner APPX. HRS/MONTH: 5 APPX HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Flip residential properties
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-26 |
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