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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-06-07 |
| TX | RA | APPROVED | 2024-06-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealthspring Financial Partners Llc | Parsippany | NJ | 09/2023 | 05/2024 |
| Strategies For Wealth | New York | NY | 06/2022 | 07/2022 |
| Land Pros Of New Jersey Llc | Caldwell | NJ | 05/2020 | 08/2023 |
| Caldwell Nursery | West Caldwell | NJ | 12/2017 | 12/2021 |
| Legends Alumni Association | Columbus | OH | 08/2022 | 11/2022 |
| Unemployed | Caldwell | NJ | 06/2014 | 11/2017 |
| Avantax Investment Services Inc. | Parsippany | NJ | 09/2023 | 05/2024 |
| Avantax Advisory Services | Parsippany | NJ | 09/2023 | 05/2024 |
| West Caldwell Recreation Department | West Caldwell | NJ | 06/2018 | 07/2021 |
| J.P. Morgan Securities Llc | Chicago | IL | 06/2024 | Present |
| Jpmorgan Chase Bank, N.A. | Chicago | IL | 06/2024 | Present |
| Trinet Hr Corp | Parsippany | NJ | 09/2023 | 05/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-22 |
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