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99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-02-07 |
Branch Locations
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
241 N Ave W 3Rd Floor, Suite 300, Westfield, NJ 07090 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Michigan State University | East Lansing | MI | 08/2015 | 08/2019 |
| Round Table Wealth Management | Westfield | NJ | 06/2018 | 09/2018 |
| Round Table Wealth Management | Westfield | NJ | 06/2019 | 11/2022 |
| Northwestern Mutual | New York | NY | 06/2017 | 09/2017 |
| Smartstream Technologies | New York | NY | 06/2016 | 09/2016 |
| Cerity Partners Llc | New York | NY | 12/2022 | Present |
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