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Current Employers
Strategic Blueprint, Llc

2200 Century Parkway Suite 500, Atlanta, GA 30345 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-11-09
NJ RA APPROVED 2018-01-23
  • TX RA
    APPROVED
    Since 2022-11-09
  • NJ RA
    APPROVED
    Since 2018-01-23

Branch Locations

9 Lincoln Ave, Rutherford, NJ 07070 • United States

Compass Wealth Management, Llc

9 Lincoln Avenue, Rutherford, NJ 07070 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2007-02-23
  • NJ RA
    APPROVED
    Since 2007-02-23

Branch Locations

9 Lincoln Avenue, Rutherford, NJ 07070 • 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
The Strategic Financial Alliance, Inc. Atlanta GA 09/2005 12/2020
Compass Wealth Management Rutherford NJ 09/2005 Present
The Strategic Financial Alliance, Inc. Atlanta GA 01/2007 12/2020
Compass Wealth Management, Llc Rutherford NJ 09/2013 Present
William Paterson University Wayne NJ 09/2013 11/2016
Bloomfield College Bloomfield NJ 08/2015 12/2016
William Paterson University Wayne NJ 01/2017 09/2018
Strategic Blueprint, Llc Atlanta GA 01/2018 Present
Previous Registrations
Other Businesses

1. COMPASS WEALTH MANAGEMENT - INVESTMENT RELATED - 9 LINCOLN AVENUE, GROUND FLOOR RUTHERFORD, NJ 07070 - REGISTERED INVESTMENT ADVISER - OWNER - 11/01/2013 - 10 HOURS/MONTH, DURING TRADING - FINANCIAL PLANNING, INVESTMENT ADVICE. 2. 379 ASSOCIATES LLC - NOT INVESTMENT RELATED - 14 KOSSUTH ST WALLINGTON NJ 07057 - SMALL BUSINESS CONSULTING, PERSONAL AND BUSINESS COACHING, MISCELLANEOUS SMALL BUSINESS ASSISTANCE - PARTNER - 10/01/2007 - 5 HOURS/MONTH NONE DURING TRADING HOURS - PROVIDING CONSULTING AND OTHER SERVICES TO SMALL BUSINESSES; FULFILLMENT COACHING TO HELP CLIENTS ACHIEVE THEIR FULL POTENTIAL, BOTH PROFESSIONALLY AND PERSONALLY 3. FIXED INSURANCE - NOT INVESTMENT RELATED - 9 LINCOLN AVE RUTHERFORD, NJ 07070 - FIXED INSURANCE SALES AND SERVICE, AMOUNT OF ACTIVITY VARIES CONSIDERABLY YEAR TO YEAR DEPENDING ON CLIENT NEED - AGENT - 01/2005 - 0-3 HOURS/MONTH, DURING TRADING - SALES AND SERVICE.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2012-01-05
  • S63 Uniform Securities Agent State Law Examination
    2012-01-05
Designations
Other Names
  • Leslie Theresa Scarlatelli
  • Leslie T Beck

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