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Current Employers
Westfield Wealth Management, Llc

200 South Avenue East Suite 303, Cranford, NJ 07016 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2009-12-18
  • NJ RA
    APPROVED
    Since 2009-12-18

Branch Locations

200 South Avenue East Suite 303, Cranford, NJ 07016 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Christakos & Co. Westfield NJ 08/1988 Present
Century 21 Cranford NJ 10/2006 Present
Westfield Wealth Management Westfield NJ 01/2007 Present
Westfield Benefit Services, Llc Westfield NJ 10/2010 Present
Christakos & Co., Pc Westfield NJ 08/1988 Present
Giovannone Family Llc Westfield NJ 05/2013 Present
  • 08/1988 → Present
    Christakos & Co.
    Westfield, NJ
  • 10/2006 → Present
    Century 21
    Cranford, NJ
  • 01/2007 → Present
    Westfield Wealth Management
    Westfield, NJ
  • 10/2010 → Present
    Westfield Benefit Services, Llc
    Westfield, NJ
  • 08/1988 → Present
    Christakos & Co., Pc
    Westfield, NJ
  • 05/2013 → Present
    Giovannone Family Llc
    Westfield, NJ
Other Businesses

1) CHRISTAKOS & CO., PC - OWNER / CPA FIRM - TAX PREPARATION/ACCOUNTING/BOOKKEEPING - SINCE 01/1988 - WESTFIELD, NJ - NOT INVESTMENT RELATED--- 2) CENTURY 21 - ASSOCIATE - REAL ESTATE SALES - CRANFORD, NJ - SINCE 10/2006 - INVESTMENT RELATED--- 3) WESTFIELD WEALTH MANAGEMENT - EMPLOYEE - CLERICAL SUPPORT FOR INSURANCE & ADVISORY SERVICES - WESTFIELD, NJ - SINCE 01/2007 - NOT INVESTMENT RELATED--- 4) WESTFIELD BENEFIT SERVICES, LLC - OWNER/MANAGER - EMPLOYEE BENEFITS & INSURANCE SALES AND SERVICE - WESTFIELD, NJ - SINCE 10/2010 - INVESTMENT RELATED--- 5) GIOVANNONE FAMILY LLC - MEMBER/PART OWNER - LLC HOLDS FAMILY INVESTMENTS - SINCE 05/2013 - WESTFIELD NJ - NOT INVESTMENT RELATED

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-09-22
S63 Uniform Securities Agent State Law Examination 1998-10-06
  • S65 Uniform Investment Adviser Law Examination
    2008-09-22
  • S63 Uniform Securities Agent State Law Examination
    1998-10-06

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