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14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-04-06 |
Branch Locations
14600 Branch St., Omaha, NE 68154 • United States
795 Franklin Avenue Bldg. C, Suite 202, Franklin Lakes, NJ 07417 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Distributors, Llc | Jersey City | NJ | 12/2016 | 03/2020 |
| Westworld One Cumulus Media | New York | NY | 05/2016 | 12/2016 |
| Bny Mellon Securities Corporation | New York | NY | 03/2020 | 12/2022 |
| Advisors Capital Management, Llc | Ridgewood | NJ | 01/2023 | 02/2026 |
| Carson Wealth | Franklin Lakes | NJ | 03/2026 | Present |
| Cwm, Llc | Omaha | NE | 03/2026 | Present |
1. Assist at Nissim Tutoring Services in creating lesson plans and homeworks, discussing strategies to pass the CFP exam working for 10 hours per week.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-02-08 |
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