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75 State Street Mail Code: Ma-Sst-Inv3, Boston, MA 02109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-09-18 |
Branch Locations
521 Park Avenue, Freehold, NJ 07728 • United States
625 Ridge Pike, Bldg E, Suite 207, Conshohocken, PA 19428 • United States
1600 Corlies Avenue, Neptune, NJ 07753 • United States
2500 Belmar Boulevard, Wall, NJ 07719 • United States
2985 Route 35, Hazlet, NJ 07730 • United States
1900 Route 70, Lakewood, NJ 08701 • United States
2000 Route 70, Manchester, NJ 08759 • United States
1135 Burnt Tavern Road, Brick, NJ 08724 • United States
730 Jamaica Boulevard, Toms River, NJ 08757 • United States
285 Broad Street, Red Bank, NJ 07701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital One Investing, Llc | Livingston | NJ | 03/2014 | 04/2017 |
| Capital One Advisors, Llc | Livingston | NJ | 04/2017 | 04/2018 |
| Pnc Investments | Pittsburgh | PA | 04/2018 | 08/2020 |
| Cetera Investment Services Llc | St. Cloud | MN | 09/2020 | 08/2022 |
| Investors Bank | Cranford | NJ | 09/2020 | 08/2022 |
| Cetera Investment Advisers Llc | Cranford | NJ | 09/2020 | 08/2022 |
| Citizens Securities, Inc. | Union | NJ | 08/2022 | 07/2023 |
| Cetera Investment Services Llc | St Cloud | MN | 08/2023 | 07/2024 |
| Kearny Bank | Milltown | NJ | 08/2023 | 07/2024 |
| Cetera Investment Advisers | Milltown | NJ | 08/2023 | 07/2024 |
| Unemployed | Tinton Falls | NJ | 07/2024 | 08/2024 |
| Santander Bank, Na | Boston | MA | 09/2024 | Present |
| Santander Securities, Llc | Boston | MA | 09/2024 | Present |
1. Rental Property, performs maintenance for property for rental property owned by spouse, non-investment related, start date 07/04/2023, Tinton Falls NJ, 1 hour monthly, none during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-15 |
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