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10 Wilsey Square Suite 200, Ridgewood, NJ 07450 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-08-27 |
Branch Locations
10 Wilsey Square Suite 200, Ridgewood, NJ 07450 • United States
Livermore, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Pacific Financial Group, Inc. | Bellevue | WA | 07/2009 | 08/2025 |
| Advisors Capital Management, Llc | Ridgewood | NJ | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-07-07 |
| S63 | Uniform Securities Agent State Law Examination | 2001-07-09 |
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