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389 Interpace Parkway Suite 3, Parsippany, NJ 07054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-12-03 |
| NY | RA | APPROVED | 2024-12-04 |
| NJ | RA | APPROVED | 2024-04-04 |
Branch Locations
389 Interpace Parkway Suite 3, Parsippany, NJ 07054 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Baker Avenue Asset Management | San Francisco | CA | 07/2013 | 03/2024 |
| Sax Wealth Advisors, Llc | Parsippany | NJ | 03/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-08-12 |
| S63 | Uniform Securities Agent State Law Examination | 2000-08-09 |
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