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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-15 |
| NY | RA | APPROVED | 2025-10-21 |
Branch Locations
1290 Avenue Of The Americas 4Th Fl, New York, NY 10104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lionheart Wealth Management | Summit | NJ | 06/2024 | 08/2024 |
| Three Bridges Wealth Management | Flemington | NJ | 06/2023 | 08/2023 |
| High Bridge Youth Soccer | High Bridge | NJ | 08/2018 | 11/2019 |
| Providence College | Providence | RI | 08/2021 | 05/2025 |
| Unemployed | High Bridge | NJ | 06/2025 | 10/2025 |
| Vorhees High School | Glen Gardener | NJ | 09/2017 | 05/2021 |
| High Bridge Middle School | High Bridge | NJ | 08/2014 | 06/2017 |
| Equitable Advisors, Llc | New York | NY | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-11 |
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