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45 Braintree Hill Office Park Suite 201, Braintree, MA 02184 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-02-22 |
Branch Locations
1 Maynard Drive Suite 2101, Park Ridge, NJ 07656 • United States
45 Braintree Hill Office Park Suite 201, Braintree, MA 02184 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pallas Capital Advisors, Llc | Park Ridge | NJ | 11/2023 | Present |
| Preferred Pediatric Orthopedic Surgery | Ridgewood | NJ | 10/2022 | 11/2023 |
| Red Velvet Luxe | Ridgewood | NJ | 09/2018 | 11/2023 |
| Ridgewood Board Of Education | Ridgewood | NJ | 02/2017 | 06/2019 |
| Keller Williams Realty | Ridgewood | NJ | 05/2016 | 10/2017 |
| Pks Investments | Albany | NY | 05/2024 | Present |
1) Pallas Capital Advisors. Investment Related. At Registered Location. RIA. Financial Planning Associate. Start Date: 04/01/2024. 160 hrs/ month; 130 hrs/ month during trading hours. Financial Planning 2) One Stop Packing Services, Inc. Not Investment Related. 50 E. Ridgewood Ave, Ridgewood, New Jersey 07450. Consulting Services. Spouse of owner. Start Date: 06/01/2004. 0 hrs/ month; none during trading hours. I have no duties for this business.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-06-12 |
| S65 | Uniform Investment Adviser Law Examination | 2024-02-21 |
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