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Point Pleasant, NJ • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APP_PEND_IARCE | 2026-01-01 |
| NJ | RA | APP_PEND_IARCE | 2026-01-01 |
| NY | RA | APPROVED | 2022-08-22 |
| TX | RA | APPROVED | 2012-10-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jersey Shore Portfolio Management, Llc | Loch Arbour | NJ | 07/2012 | Present |
| Step It Up Consulting, Llc | Loch Arbour | NJ | 08/2008 | Present |
1)STEP IT UP CONSULTING, LLC/FOUNDER - BUSINESS CONSULTING SERVICES, CONSULT. START 8/08, APPROX 40HRS PER MONTH, 10HRS PER MONTH DURING TRADING HRS, NOT INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-11-25 |
| S63 | Uniform Securities Agent State Law Examination | 2002-07-27 |
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