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West Milford, NJ • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2020-01-22 |
Branch Locations
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 |
|---|---|---|---|---|
| Fidelity Brokerage Services, Inc. | Paramus | NJ | 06/1999 | 04/2019 |
| Strategic Advisers | Paramus | NJ | 09/2000 | 07/2018 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 04/2019 |
| Durant Financial Planning Llc | West Milford | NJ | 09/2019 | Present |
| Durant Financial Planning Llc | West Milford | NJ | 11/2019 | Present |
| Unemployed | West Milford | NJ | 05/2019 | 08/2019 |
The name of the other business: Jonathan Durant Whether the business is investment-related: No The nature of the other business: Rental Property Your position, title, or relationship with the other business: Landlord The start date of your relationship: 09/2015 The approximate number of hours/month you devote to the other business: 3 The number of hours you devote to the other business during securities trading hours: 0 Briefly describe your duties relating to the other business: Rental Property The name of the other business: Durant Financial Protection Whether the business is investment-related: Yes The nature of the other business: Insurance Your position, title, or relationship with the other business: Chief Compliance Officer The start date of your relationship: 9/24/19 The approximate number of hours/month you devote to the other business: 5 The number of hours you devote to the other business during securities trading hours: 5 Briefly describe your duties relating to the other business: Insurance sales
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-11-13 |
| S63 | Uniform Securities Agent State Law Examination | 1998-08-17 |
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