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7 Giralda Farms Suite 190, Madison, NJ 07940 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-05-01 |
Branch Locations
7 Giralda Farms Suite 190, Madison, NJ 07940 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| W.R. Huff Asset Management | Morristown | NJ | 07/2008 | 10/2018 |
| Olcott Square Investment Partners, Llc | Bernardsville | NJ | 11/2018 | 03/2024 |
| Premier Path Wealth Partners, Llc | Madison | NJ | 04/2023 | Present |
Board of Directors / Director; IEH Corporation; Is the business investment related: No; Location of the business: 140 58th Street 8E Brooklyn NY 11220 USA; Description of the business: IEH Designs and manufacturers HYPERBOLOID connectors used in commercial aerospace, defense, industrial, and medical use. ; Responsibilities and Duties: Governance, oversight, and major decision-making, representing the interests of shareholders or stakeholders.; Start date with business: 2023-10-16; Hours per month devoted to business during trading hours: 4; Hours per month devoted to business outside trading hours: 4; Percentage of total yearly compensation expected to be derived from the business: 10%;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-11-04 |
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