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485 Underhill Blvd. Suite 100, Syosset, NY 11791 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-11-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Princeton | NJ | 07/2002 | 07/2021 |
| Tiaa | Princeton | NJ | 07/2002 | 07/2021 |
| Wealthshield Partners, Llc | Princeton | NJ | 08/2021 | 10/2023 |
| Legacy Edge Advisors, Llc | Syosset | NY | 11/2023 | Present |
| Orbis Wealth | Roseland | NJ | 08/2021 | 10/2023 |
independent licensed insurance agent
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2002-08-09 |
| S65 | Uniform Investment Adviser Law Examination | 2002-07-12 |
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