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Austin, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-02-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Maxim Group Llc | New York | NY | 06/2018 | 07/2019 |
| Charlie Browns Steakhouse | Scotch Plains | NJ | 10/2017 | 01/2018 |
| Northwestern Mutual | New York | NY | 06/2017 | 09/2017 |
| Muhlenberg College | Allentown | PA | 08/2014 | 05/2018 |
| Garden State Securities | Red Bank | NJ | 08/2019 | 09/2020 |
| T3 Trading Group, Llc | New York | NY | 09/2020 | 04/2023 |
| Sax Wealth Advisors | Parsippany | NJ | 05/2023 | 05/2024 |
| Maxim Group Llc | New York | NY | 09/2018 | 09/2020 |
| Conviction Wealth Management Llc | Scotch Plains | NJ | 06/2024 | Present |
BPH Handyman Services LLC; Chief Executive Officer; Not Investment Related; 1934 Raritan Rd Scotch Plains NJ 07076; Description: Handyman services: repairs and improvements.; Responsibilities: Estimates, bookkeeping, advertising, service provider; Started 2025-04-27; 40 Hours per month/ 0 during trading hours; 15 Percent of total yearly compensation expected to be derived from the business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-11 |
| S63 | Uniform Securities Agent State Law Examination | 2018-11-21 |
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