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31 State Route 12, Flemington, NJ 08822 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-11-19 |
| NJ | RA | APPROVED | 2012-07-30 |
Branch Locations
31 State Route 12, Flemington, NJ 08822 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2017-01-31 |
Branch Locations
1 disclosure category 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 |
|---|---|---|---|---|
| Prestige Wealth Management | Flemmington | NJ | 06/2012 | Present |
| Triad Advisors Inc | Norcross | GA | 07/2012 | 08/2024 |
| Osaic Wealth, Inc. | Flemington | NJ | 08/2024 | Present |
1)PRESTIGE WEALTH MANAGEMENT GROUP, LLC - RIA, ADVISOR FINANCIAL PLANNING, INVESTEMNTS, ISNURANCE SALES. LOCATED AT 31 STATE ROUTE 12 FLEMINGTON, NJ 08822 2)Prestige Wealth Services Group; investment related;31 State Route 12,Flemington,NJ 08822;investment management; wealth advisor;1/2017;200 hrs./month;6.5 hrs. during trading; wealth advisor 3)PRESTIGE WEALTH MANAGEMENT GROUP LLC POSITION: Managing Director NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 06/01/2012 ADDRESS: 31 State Route 12, Flemington NJ 08822, United States DESCRIPTION: Managing Director 4)PRESTIGE WEALTH SERVICES GROUP POSITION: Managing Director NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2017 ADDRESS: 31 State Route 12, Flemington NJ 08822, United States DESCRIPTION: wealth advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-07-03 |
| S63 | Uniform Securities Agent State Law Examination | 1998-06-04 |
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