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475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-08-21 |
Branch Locations
17 Fairway Drive, Cream Ridge, NJ 08514 • United States
475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Professional Planning Services | Cream Ridge | NJ | 01/1992 | 05/2026 |
| Wealth Watch Advisors Llc | Rockledge | FL | 09/2014 | 04/2017 |
| Regal Investment Advisors, Llc | Kentwood | MI | 04/2017 | 07/2019 |
| Eagle Team | Woodbury | MN | 01/2022 | Present |
| Education Funding Specialists Of New Jersey | Cream Ridge | NJ | 01/2010 | Present |
| Retirement Wealth Advisors | Cream Ridge | NJ | 07/2019 | 08/2025 |
| Producer Partners Group | Grand Junction | CO | 07/2020 | 07/2022 |
| Ez Pro Tax | Cream Ridge | NE | 01/2018 | Present |
| Simplicity Wealth | Summit | NJ | 08/2025 | Present |
| Harley Madison Photography Llc | Cream Ridge | NJ | 01/2007 | Present |
EAGLE TEAM; NON INVESTMENT RELATED; 2 EXECUTIVE DRIVE, CREAM RIDGE NJ 08514; OWNER/PARTNER; STARTED 1/2022; 100 HOURS/MONTH DEVOTED; ALL HOURS DEVOTED DURING SECURITIES TRADING HOURS; COACH FINANCIAL ADVISORS. EZ PRO TAX; NON INVESTMENT RELATED; 17 FAIRWAY DRIVE, CREAM RIDGE, NJ 08514; TAX PREPARATION; OWNER; STARTED 1/2018; .05 HOURS/MONTH DEVOTED; .05 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; COLLECT CLIENTS TAX DOCS TO SHIP TO CPA. EDUCATION FUNDING SPECIALISTS OF NEW JERSEY; INVESTMENT RELATED; 17 FAIRWAY DRIVE, CREAM RIDGE, NJ 08514; COLLEGE PREPARATION; FINANCIAL ADVISOR; STARTED 01/2010; 1 HOUR/MONTH DEVOTED; 1 HOUR/MONTH DEVOTED DURING SECURITIES TRADING HOURS; HELP FAMILIES PLAN FOR COLLEGE AND LEARN TO PAY FOR IT WITHOUT GOING BROKE. PASS THEM OFF TO SERVICE CENTER. HARLEY MADISON PHOTOGRAPHY LLC; NON INVESTMENT RELATED; 17 FAIRWAY DRIVE, CREAM RIDGE, NJ 08514; ADVISE WIFE ON MARKETING AND WEBSITE; STARTED 1/2007; 1 HOUR/MONTH DEVOTED; 0 HOURS/MONTH DURING SECURITIES TRADING HOURS; OVERSEEING PICTURES OR MARKETING IDEAS FOR PPS. PROFESSIONAL PLANNING SERVICES; INVESTMENT RELATED; 17 FAIRWAY DRIVE, CREAM RIDGE, NJ 08514; INSURANCE AND INVESTMENT ADVISORY; OWNER; STARTED 01/1992; 160 HOURS/MONTH DEVOTED; 160 HOURS;MONTH DEVOTED DURING SECURITIES TRADING HOURS; SELLING INSURANCE, LIFE, HEALTH, LTC, AND ANNUITIES.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-03-06 |
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