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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-02-03 |
| NJ | RA | APPROVED | 2026-02-02 |
Branch Locations
701 Route 73 North Ste. 4, Marlton, NJ 08053 • United States
2317 Highway 34 Ste. 1B, Manasquan, NJ 08736 • 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 |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 08/2000 | 11/2018 |
| Commonwealth Financial Network | Waltham | MA | 11/2018 | 02/2026 |
| Millstone River Wealth Management | Marlton | NJ | 11/2018 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 02/2026 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 02/2026 | Present |
1) CORPORATE RESOURCE ALLIANCE, Freehold NJ 07728, 08/2008, Board Trustee, Board Member/Officer/Director/Committee Member/Board Trustee, NIR, 4 HR/MO, 4 HR/MO TRADING. 2) CENTRASTATE HEALTHCARE FOUNDATION, 225 Willow Brook Road, Suite 5, Freehold NJ 07728, 03/2021, Board Trustee, Board Member/Officer/Director/Committee Member/Board Trustee, NIR, 3 HR/MO, 0 HR/MO TRADING. 3) MILLSTONE RIVER WEALTH MANAGEMENT, LLC, 701 Route 73 North, Suite 4, Marlton NJ 08053, 02/2011, Agent, Insurance/Benefits/Human Resources, NIR, 5 HR/MO, 5 HR/MO TRADING. 4) MAKE-A-WISH NEW JERSEY, 1384 Perrineville Road, Monroe Township NJ 08831, 12/2025, Volunteer Driver/Wish Bus, Volunteer, NIR, 5 HR/MO, 0 HR/MO TRADING. 5) CRISIS TEXT LINE, 225 West 34th Street, Floor 9, New York NY 10122, 08/2015, Volunteer Crisis Counselor, Volunteer, NIR, 8 HR/MO, 0 HR/MO TRADING. 6) MILLSTONE RIVER WEALTH MANAGEMENT, LLC, 701 Route 73 North, Suite 4, Marlton NJ 08053, 02/2011, Owner, DBA Name, NIR, 200 HR/MO, 32 HR/MO TRADING. 7) CIRA, 1776 Pleasant Plain Road, Fairfield IA 52556, United States, 02/2026, Investment Advisor Representative, CIRA Affiliation, INV REL, 160 HR/MO - 120 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-08-24 |
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