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1138 Cadillac Court, Milpitas, CA 95035-3058 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-01-03 |
Branch Locations
1138 Cadillac Court, Milpitas, CA 95035-3058 • United States
Basking Ridge, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Baking Ridge | NJ | 01/2016 | 04/2018 |
| Hornor Townsend & Kent Inc | Horsham | PA | 09/2018 | 10/2018 |
| Hornor Townsend & Kent Inc | Horsham | PA | 05/2018 | 10/2018 |
| Transpacific Financial Inc | Basking Ridge | NJ | 10/2018 | 09/2019 |
| Jp Morgan Chase Bank | Basking Ridge | NJ | 09/2019 | 02/2020 |
| Jp Morgan Securities Llc | Basking Ridge | NJ | 09/2019 | 02/2020 |
| Transpacifc Financial Inc | Monrovia | CA | 02/2020 | 05/2025 |
| Ni Advisors Inc | Milpitas | CA | 04/2020 | Present |
| H&R Block | Chatham | NJ | 03/2022 | 04/2022 |
| Elite Tax & Financial Consulting Llc | Basking Ridge | NJ | 06/2022 | Present |
| Truchoice Financial Group | Minneapolis | MN | 07/2023 | Present |
1. Elite Tax & Financial Consulting LLC. Non-Investment Related. 7 Charter Ct, Basking Ridge, NJ 07920. Business Owner since June 2022. 40 hours per month, 40 hours during NAI businss hours. Consulting. 2. Tru Choise Financial Group. Non-Investment Related.400 Highway 169 SouthSuite 200 Minneapolis MN 55426. Life Insurance Agent since July 2023. 80 hours/month, 80hours/month during NAI business hours. Life Insurance Sales.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-02 |
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