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125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-05-01 |
Branch Locations
125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
339 Bloomfield Avenue, Suite 6, Caldwell, NJ 07006 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Ayco Company, L.P./Mercer Allied | Parsippany | NJ | 01/1996 | 01/2019 |
| Personal Cfo Solutions, Llc | Chester | NJ | 01/2019 | 05/2026 |
| Consolidated Portfolio Review Corp | Woodbury | NY | 05/2026 | Present |
Avenue Wealth Partners, LLC. Investment related. Start date: 05/01/2026. Address: 339 Bloomfield Avenue, Ste. 6 Caldwell, NJ 07006. Title: Managing Partner. Duties: Financial Advisor. Time spent during regular hours: 100%.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2002-02-11 |
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