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49 Us Highway Route 202 Suite 13A, Office #8, Far Hills, NJ 07931 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-12-17 |
| NJ | RA | APPROVED | 2025-09-26 |
| TX | RA | APPROVED | 2025-09-25 |
Branch Locations
49 Us Highway Route 202 Suite 13A, Office #8, Far Hills, NJ 07931 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pennsylvania State University | State College | PA | 08/2014 | 05/2018 |
| Lee And Associates Commercial Real Estate Services | New York | NY | 05/2017 | 08/2017 |
| Morgan Stanley | New York | NY | 01/2018 | 06/2018 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 07/2018 | 05/2021 |
| Lpl Financial Llc | Morristown | NJ | 06/2021 | 09/2025 |
| Newedge Advisors, Llc. | New Orelans | LA | 10/2024 | 09/2025 |
| Liftpoint Family Wealth Advisors, Llc | Far Hills | NJ | 09/2025 | Present |
| Allora Solutions, Llc | Venetia | PA | 11/2025 | Present |
| Advanced Healing Technologies (Ox) | Marina Del Ray | CA | 12/2024 | 11/2025 |
Allora Solutions, LLC - Business Support - Not Investment Related - Remote - Start Date 12/2025 - 9 Hours Per Month/ 0 Hours During Trading. Support medical device sales representatives by providing critical assistance in business analytics to help streamline workflows. Responsibilities include analyzing business metrics, managing and organizing customer and product data, preparing reports and presentations and creating an efficient process for business functions.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-05-03 |
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