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100 Grandview Place Suite 200, Birmingham, AL 35243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-02-04 |
Branch Locations
219 Main Street Suite 1, Andover, NJ 07821 • United States
100 Grandview Place Suite 200, Birmingham, AL 35243 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ditto Upscale Resale | North Haledon | NJ | 09/2018 | 08/2021 |
| Premier Martial Arts | Grand Rapids | MI | 05/2022 | 05/2023 |
| Regal Holdings | Kentwood | MI | 05/2023 | 08/2024 |
| Nexus Peer Financial Coaching | Grand Rapids | MI | 08/2023 | 05/2025 |
| Purshe Kaplan Sterling Investments | Albany | NY | 11/2025 | Present |
| Eastern Christian | North Haledon | NJ | 01/2015 | 05/2021 |
| Calvin University | Grand Rapids | MI | 08/2021 | 05/2025 |
| Oneascent Financial Services, Llc | Birmingham | AL | 06/2025 | 01/2026 |
| Oneascent Financial Services, Llc | Birmingham | AL | 02/2026 | Present |
1. True Edge LLC. Not investment related. 5 Stockton Road, North Haledon, NJ 07508, Data analysis and aggregation. Sole owner. Began April 2025. 2 hours per month, 0 during trade hours. I run all business components. 2. Pursue Kaplan Sterling -- Broker Dealer -- 80 State Street Albany, NY 12207 -- Registered Rep -- investment related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-02 |
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