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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-06-06 |
| NJ | RA | APPROVED | 2024-01-19 |
Branch Locations
300 Knickerbocker Rd Suite 2600, Cresskill, NJ 07626 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital One Investing, Llc | Fairfield | NJ | 09/2016 | 07/2018 |
| Woodbury Financial Services, Inc. | Bronx | NY | 07/2018 | 01/2024 |
| Osaic Wealth, Inc. | Cresskill | NJ | 01/2024 | Present |
1. NORTHEAST WEALTH PLANNING LLC POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 08/02/2019 ADDRESS: 300 Knickerbocker Rd., Suite 2600, Cresskill NJ 07626, United States DESCRIPTION: Help clients with their insurance planning needs utilizing fixed insurance products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-06-15 |
| S63 | Uniform Securities Agent State Law Examination | 1996-10-15 |
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