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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-07-03 |
Branch Locations
10 Madison Avenue 2Nd Floor, Morristown, NJ 07960 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Maggie's Town Tavern | Wayne | NJ | 11/2023 | Present |
| Olde Queen's Tavern | New Brunswick | NJ | 11/2022 | Present |
| Equitable Advisors, Llc. | New York | NY | 12/2023 | Present |
| Lenny's Pizza & Italian Grill | Lavallette | NJ | 05/2022 | 09/2023 |
| Sushi Room | New Brunswick | NJ | 08/2022 | 12/2022 |
| Rutgers University | New Brunswick | NJ | 09/2018 | 03/2021 |
| Wayne Hills High School | Wayne | NJ | 09/2014 | 06/2018 |
| Office Of The Surrogate | Patterson | NJ | 02/2023 | 05/2023 |
| Unemployed | Wayne | NJ | 04/2021 | 07/2022 |
1) 11/23/2022, DJ, Olde Queen's Tavern, 108 Easton Avenue, New Brunswick, NJ 08901, 8 hrs/month, $175 annual comp, non-investment related; 2) Realty Benefit Services 210 Lake Drive East, Suite 310 Cherry Hill, NJ 08002, sales of tax account program for which Realty Benefits Services collects administration fee, 10 hours per month; 3) Dergalis Associates LLC 210 Lake Drive East, Suite 310 Cherry Hill, NJ 08002, sales of group and individual ancillary products, 10 hours per month; DJ, Rose Gold Presents, 800 6th Ave, APT 26B, NY, NY 10001, 3 hours per month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-01 |
| S63 | Uniform Securities Agent State Law Examination | 2024-06-01 |
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