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32 Collis Lane Suite A, Chester, NJ 07930 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2022-05-16 |
Branch Locations
1200 Morris Tpke Suite 3500, Short Hills, NJ 07078 • United States
32 Collis Lane Suite A, Chester, NJ 07930 • 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 | 06/2018 | 04/2022 |
| The University Of Delaware | Newark | DE | 09/2015 | 05/2018 |
| University Of Delaware Office Of Admissions | Newark | DE | 01/2016 | 02/2018 |
| College Nannies And Tutors | Summit | NJ | 10/2015 | 08/2021 |
| Merrill Lynch | Princeton | NJ | 06/2017 | 08/2017 |
| Merrill Lynch | Yardley | PA | 12/2017 | 02/2018 |
| Bank Of America, N.A. | New York | NY | 07/2019 | 04/2022 |
| Women's Wealth Boutique | Chester | NJ | 05/2022 | Present |
5/12/2022, Licensed insurance agent, not investment related, Life, Disability and LTC insurance, approximately 5 hours/month 5/12/2022, Tanis Financial Group, LLC, Owner, not investment related, provides strategy sessions regarding budgeting, debt payoff plans, educational courses for purchase, scheduling and creating content for media or speaking engagement (excludes investments/investment management), approximately 40 hours/month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-16 |
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