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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-06-03 |
Branch Locations
1963 State Route 34 Bldg B- Suite 201, Wall, NJ 07719 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Workiva | Ames | IA | 03/2022 | 06/2022 |
| Equitable Advisors, Llc. | New York | NY | 06/2024 | 11/2024 |
| Toppan Merrill | New York | NY | 04/2021 | 03/2022 |
| Rr Donnelley, Donnelley Financial, Dfin | Chicago | IL | 01/1994 | 06/2020 |
| Unemployed | Long Branch | NJ | 07/2022 | 05/2024 |
| Unemployed | Long Branch | NJ | 07/2020 | 03/2021 |
| New York Life Insurance Company | Edison | NJ | 11/2024 | Present |
| Nylife Securities Llc | Edison | NJ | 12/2024 | Present |
| Eagle Strategies Llc | Wall | NJ | 06/2025 | Present |
[SW Grandville Partners: real estate related; 1310 South Main Street Suite 12, Ann Arbor MI 48104: Rental Property: Investor: start 12/2022: 0 hours per month: Commercial Real Estate Rental Property, I am a passive Investor]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-09 |
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