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345 California Street Suite 600, San Francisco, CA 94104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-06-15 |
Branch Locations
345 California Street Suite 600, San Francisco, CA 94104 • United States
Lakewood, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mml Investors Services, Llc | Iselin | NJ | 01/2018 | 06/2018 |
| Massachusetts Mutual Life Insurance Company | Iselin | NJ | 01/2018 | 06/2018 |
| Terra Financial Solutions | Lakewood | NJ | 05/2017 | 11/2017 |
| Crowe Horwath, Llp | New York | NY | 01/2017 | 03/2017 |
| Fairleigh Dickinson University | Teaneck | NJ | 05/2016 | 06/2018 |
| Roth & Co Llp | Famingdale | NJ | 06/2018 | 11/2019 |
| Ernst & Young | New York | NY | 11/2019 | 08/2022 |
| Able Wealth Management Llc | Jackson | NJ | 06/2022 | 06/2026 |
| Eisnerampner | Iselin | NJ | 09/2022 | 11/2023 |
| Cohnreznick | Holmdel | NJ | 12/2023 | 03/2025 |
| Farther | Lakewood | NJ | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-07-08 |
| S63 | Uniform Securities Agent State Law Examination | 2017-11-27 |
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