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111 Grove Street Suite 203, Montclair, NJ 07042 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-02-15 |
Branch Locations
111 Grove Street Suite 203, Montclair, NJ 07042 • United States
Malvern, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Retirement Services | New York | NY | 10/2005 | 01/2017 |
| Diversified Investors Securities Corp | New York | NY | 01/2006 | 01/2017 |
| Transamerica Capital, Inc. | Denver | CO | 01/2017 | 09/2017 |
| Rmr Wealth Builders, Inc. | Montclair | NJ | 02/2022 | Present |
| Eztpa | Malvern | PA | 09/2017 | Present |
1) EZTPA, LLC. Not Investment Related. Address: 228 Spring Rd, Malvern, PA, 19355. Nature of Business: Third-Party administrator for 401(k) plans. Position: Director/Owner. Start Date: 1/1/2018. . Hours per month: 240. Hours per month during Securities trading hours: 100%. Duties/Responsibilities: Responsible for the day to day activities of the business.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-09-23 |
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