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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-07-27 |
| NJ | RA | APPROVED | 2013-05-09 |
| TX | RA | APPROVED | 2013-05-09 |
Branch Locations
555 Second Avenue Suite D-300, Collegeville, PA 19426 • United States
63 Hurley Ave [Satellite], Kingston, NY 12401 • United States
6423 Montgomery St. Ste. 12B [Satellite], Rhinebeck, NY 12572 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Kingston | NY | 03/2013 | Present |
MELTZER & HILL WEALTH ADVISORY LLC, INV RELATED, KINGSTON, NY, 1000% OWNERSHIP, START 2/27/2013, 5 HOURS PER MONTH, ZERO HOURS DURING TRADING, FINET PRACTICE. CO-TRUSTEE FOR MELTZER & HILL WEALTH ADVISORY 401K; INVESTMENT RELATED; KINGSTON,NY; CO-TRUSTEE; FINET PRACTICE 401K; START 3/1/2013; NUMBER OF HOURS PER MONTH 15; NUMBER OF HOURS DURING TRADING 5. MELTZER ASSET MANAGEMENT INC, INV RELATED, RHINEBECK, NY, 100% OWNERSHIP, START DATE: 8/1/23, 1 HRS PER MONTH, 0 HRS DURING TRADING, FINET PRACTICE; PRINCETON HARRIMAN INSURANCE SOLUTIONS, INVT RELATED, SARASOTA, FL, FINANCIAL ADVISOR, START DATE 12/1/2024, 8 HRS PER MONTH AND DURING TRADING, FOR INSURANCE BUSINESS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-05-07 |
| S63 | Uniform Securities Agent State Law Examination | 2005-04-28 |
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