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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-01-14 |
Branch Locations
110 Morris Street Suite 102, Morristown, NJ 07960 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities, Llc. | East Brunswick | NJ | 05/2024 | 11/2024 |
| Jersey Mikes Subs | New Brunswick | NJ | 09/2021 | 05/2024 |
| Locust Point Capital | Red Bank | NJ | 06/2022 | 01/2023 |
| Jersey Mikes Subs | Roseland | NJ | 09/2019 | 07/2021 |
| Livingston School District - Elementary/Middle/High School | Livingston | NJ | 07/2014 | 06/2020 |
| The Prudential Insurance Company Of America | East Brunswick | NJ | 10/2024 | 11/2025 |
| Lpl Enterprise, Llc | East Brunswick | NJ | 11/2024 | 11/2025 |
| Charles Schwab & Co., Inc | Morristown | NJ | 11/2025 | Present |
| Charles Schwab Bank | Morristown | NJ | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-26 |
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