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475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2025-05-02 |
Branch Locations
475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
20 Trafalgar Square Suite 411, Nashua, NH 03063 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gwfs Equities | Andover | MA | 04/2018 | 07/2024 |
| Eire Electric | Stoughton | MA | 06/2017 | 02/2018 |
| School | Nashua | NH | 12/2017 | 03/2018 |
| Coach In Zambia Foundation | Livingstone | 01/2011 | Present | |
| Granite Rock Wealth Management | Manchester | NH | 01/2024 | Present |
| Simplicity Wealth | Summit | NJ | 03/2025 | Present |
1) The Coach in Zambia Foundation / Director / Not investment related / Start date: 1/2011 / No hours devoted during trading hours / Follow-up on projects, communicate with program beneficiaries and get updates on how they are performing at their respective schools or jobs, organize form a high level perspective sports tournaments in conjunction with other non-profits to educate the program beneficiaries on social issues, fundraise for project activities, market the organization. 2) Game Plan Sports / Board Member/Director /not investment related/ start date: 12/2020- Present/ No hours devoted during trading hours/Fundraising, project coordination, voting on budgets. Nonprofit youth sports organization. Sit on board, vote on action items presented at meetings, fundraising, spreading awareness, coaching youth in sports. 3) Uber Technologies, Inc. / Driver / Not investment related / Start date: [03/2025] / Hours per month; 60; Trading hours; 0 / Provide transportation services to passengers through the Uber platform, ensure timely and safe rides, maintain vehicle cleanliness and functionality, manage customer interactions, and comply with local transportation regulations.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-30 |
| S63 | Uniform Securities Agent State Law Examination | 2018-05-09 |
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