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80 W Century Road Suite 303, Paramus, NJ 07652 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-03-26 |
Branch Locations
80 W Century Road Suite 303, Paramus, NJ 07652 • United States
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 |
|---|---|---|---|---|
| Stifel Nicolaus & Co Inc | Ramsey | NJ | 03/2009 | 02/2020 |
| National Securities Corp | Paramus | NJ | 01/2020 | 07/2022 |
| B. Riley Wealth Advisors | Paramus | NJ | 02/2020 | 01/2024 |
| B. Riley Wealth Management | Paramus | NJ | 07/2022 | 01/2024 |
| Skyview Financial Group, Llc | Mahwah | NJ | 01/2024 | 08/2025 |
| Genesis Financial Group, Llc | Mahwah | NJ | 01/2020 | 01/2025 |
| Genesis Financial Group, Llc | Paramus | NJ | 01/2025 | Present |
1) Legacy Trust and Capital Partners: Referral Services; Not Investment Related; 5 HRS/Month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-03-08 |
| S63 | Uniform Securities Agent State Law Examination | 1998-09-02 |
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