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White Knight Strategic Wealth Advisors, LLC CRD 302098
$207M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2801 Main Street, Lawrenceville, NJ 08648 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APP_PEND_IARCE | 2026-01-01 |
| OH | RA | APPROVED | 2019-08-08 |
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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Cincinnati | OH | 11/2004 | 07/2019 |
| White Knight Strategic Wealth Advisors | Princeton | NJ | 07/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-12-16 |
| S63 | Uniform Securities Agent State Law Examination | 2004-10-16 |
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