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163 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-05-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Minnesota Life Insurance Co | St. Paul | MN | 04/2012 | 06/2019 |
| Securian Financial Services, Inc | St. Paul | MN | 04/2012 | 06/2019 |
| Allied Wealth Partners | Parsippany | NJ | 06/2014 | 06/2019 |
| N/A | West Orange | NJ | 07/2019 | 03/2021 |
| Hennion & Walsh Asset Management | Parsippany | NJ | 04/2021 | 04/2025 |
| Hennion & Walsh Inc. | Parsippany | NJ | 04/2021 | 04/2025 |
| Beacon Trust | Morristown | NJ | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-04-27 |
| S63 | Uniform Securities Agent State Law Examination | 2005-11-23 |
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