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98 Floral Avenue Suite 103, New Providence, NJ 07974 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2005-08-25 |
Branch Locations
109 Main St Po Box 541, Whitehouse Station, NJ 08889 • United States
98 Floral Avenue Suite 103, New Providence, NJ 07974 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tropeano & Mcgrady P.C. | Whitehouse | NJ | 02/1988 | Present |
| Tilson Financial Group | New Providence | NJ | 11/1999 | Present |
| American Portfolios Financial Services Inc | Holbrook | NY | 06/2012 | Present |
1. Tilson Financial Group, Inc. - IAR of RIA; manage client assets; prepare financial plans; 90 hours per month, 80 hours during market hours. 2. Tropeano & McGrady, PC - CPA, Co-President, accounting practice; accounting and tax services for clients; 90 hours per month; 50 hours during market hours. 3. Independent insurance broker for various independent insurance companies.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2001-02-02 |
| S65 | Uniform Investment Adviser Law Examination | 2000-10-12 |
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