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Jeffrey Duncan Wlodarczak

Pivotal Research Group LLC

Demarest, NJ

Nashville, TN

CRD 2885791

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Employer firm

Pivotal Research Group LLC CRD 153029

25 advisory clients

Reported services (Item 5G)

  • RESEARCH

From the firm’s Form ADV. Read the guides:

Current Employers
Pivotal Research Group Llc

Demarest, NJ • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2025-08-21
NY RA APPROVED 2021-11-09
  • TN RA
    APPROVED
    Since 2025-08-21
  • NY RA
    APPROVED
    Since 2021-11-09

Branch Locations

Demarest, NJ • United States

Nashville, TN • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pivotal Research Group Llc Demarest NJ 01/2010 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-12-29
S63 Uniform Securities Agent State Law Examination 1999-06-21
  • S65 Uniform Investment Adviser Law Examination
    2009-12-29
  • S63 Uniform Securities Agent State Law Examination
    1999-06-21

View on SEC IAPD

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