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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-09-11 |
| NJ | RA | APPROVED | 2025-09-10 |
Branch Locations
150 Jfk Parkway 2Nd Floor, Short Hills, NJ 07078 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch | Pennington | NJ | 12/2018 | 06/2019 |
| Muhlenberg College | Allentown | PA | 08/2012 | 01/2017 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 11/2022 | 01/2024 |
| Northwestern Mutual Investment Services Llc | Princeton | NJ | 11/2022 | 08/2025 |
| Student | Allentown | PA | 11/2012 | 10/2016 |
| Unemployed | Union | NJ | 10/2016 | 01/2017 |
| Northwestern Mutual Life Insurance Company | Annandale | NJ | 01/2017 | 09/2017 |
| Unemployed | Union | NJ | 09/2017 | 12/2018 |
| Bank Of America | Hopewell | NJ | 12/2018 | 06/2019 |
| Bank Of America | New York | NY | 06/2019 | 11/2020 |
| Merrill | New York | NY | 06/2019 | 05/2021 |
| Unemployed | Union | NJ | 05/2021 | 04/2022 |
| Fiserv | Berkeley Heights | NJ | 04/2022 | 11/2022 |
| Lifetime Fitness | Florham Park | NJ | 01/2023 | 08/2025 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 04/2023 | 01/2024 |
| Rfg Llc | Princeton | NJ | 01/2024 | 08/2025 |
| Morgan Stanley | Short Hills | NJ | 08/2025 | Present |
*658160- Self Employed - Football Training; Investment related: No; West Caldwell, New Jersey; Football Training; Football Trainer (proprietor, partner, officer, director, employee, trustee, agent); 03/2024; During business hours: 0; After business hours: 4; Athletic Training
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-27 |
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