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402 Higgins Ave, Brielle, NJ 08730 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2018-06-07 |
Branch Locations
402 Higgins Ave, Brielle, NJ 08730 • United States
Point Pleasant Boro, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Echelson Advisors Llc | Point Pleasant | NJ | 02/2014 | Present |
| Guardian Life Ins Co | Manasquan | NJ | 05/2014 | 06/2018 |
| Park Ave Securities Ria | Manasquan | NJ | 08/2014 | Present |
| Crimmins Wealth Management Llc | Point Pleasant | NJ | 02/2015 | 08/2018 |
| Shore Point Advisors | Brielle | NJ | 05/2018 | 03/2019 |
| Shore Point Advisors, Llc | Brielle | NJ | 03/2019 | Present |
(1)ECHELON ADVISORS, LLC; CPA; A TAX AND FINANCIAL PLANNING FIRM; INVESTMENT-RELATED; 30-40 HRS PER WEEK DURING TRADING HOURS. (2) PARK AVENUE SECURITIES; SOLICITOR FOR INVESTMENT ADVISER FIRM; INVESTMENT-RELATED; 1 HR PER WEEK DURING TRADING HOURS. (3) SHORE POINT ADVISORS, LLC; SOLICITOR FOR INVESTMENT ADVISER FIRM; INVESTMENT-RELATED; 1 HR PER WEEK DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2004-06-18 |
| S65 | Uniform Investment Adviser Law Examination | 2002-05-03 |
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