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Current Employers
Strategic Family Wealth Counselors, L.L.C.

100 Passaic Avenue, Fairfield, NJ 07004 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2009-11-13
  • NJ RA
    APPROVED
    Since 2009-11-13

Branch Locations

100 Passaic Avenue, Fairfield, NJ 07004 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Purshe Kaplan Sterling Investments Albany NY 05/2007 Present
Strategic Family Wealth Counselors, Llc Fairfield NJ 05/2007 Present
Previous Registrations
  • 2003-06-18 → 2007-04-30
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
Other Businesses

1)STRATEGIC FAMILY WEALTH COUNSELORS, LLC. 100 PASSAIC AVENUE, FAIRFIELD, NJ 07004. RIA FIRM/INVESTMENT ADVISORY REP 2)INSURANCE SALES; INVESTMENT RELATED; 100 PASSAIC AVENUE, FAIRFIELD, NJ 07004; LIFE INSURANCE SALES AGENT; STARTED 06/01/2007; 1 HOUR PER MONTH; 0 DURING TRADING HOURS; SELLING LIFE INSURANCE PRODUCTS TO AN EXISTING CLIENT ONCE OR TWICE A YEAR.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-09-27
S63 Uniform Securities Agent State Law Examination 1989-07-17
  • S66 Uniform Combined State Law Examination
    2006-09-27
  • S63 Uniform Securities Agent State Law Examination
    1989-07-17
Designations

View on SEC IAPD

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