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Belmar, NJ • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2020-02-12 |
Branch Locations
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 |
|---|---|---|---|---|
| Fidelity Investments | Princeton | NJ | 08/2010 | 01/2018 |
| Woodstock Financial Group, Inc. | Woodstock | GA | 02/2018 | 02/2018 |
| Fintech Wealth Management, Llc | Belmar | NJ | 09/2019 | Present |
| Fintech Income, Llc | Belmar | NJ | 02/2018 | Present |
| Woodstock Wealth Management, Inc. | Belmar | NJ | 06/2018 | 09/2019 |
| Woodstock Financial Group, Inc. | Belmar | NJ | 02/2018 | 11/2018 |
FinTech Income, LLC; non-investment related; Belmar, NJ; sell non-securities insurance; President; started 02/2018; Devotes approximately 20 hours a month during securities trading hours; duties include selling non-securities insurance.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-09-30 |
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