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150 River Road Suite E3, Montville, NJ 07045 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2024-03-25 |
| NJ | RA | APPROVED | 2020-11-17 |
Branch Locations
150 River Road Suite E3, Montville, NJ 07045 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goldman Sachs & Co | New York | NY | 01/2010 | 02/2017 |
| Oppenheimer & Co. Inc. | Saddlebrook | NJ | 02/2017 | 07/2019 |
| Advisory Services Network Llc | Atlanta | GA | 07/2019 | 11/2020 |
| Green Ridge Wealth Planning Llc | Montville | NJ | 11/2020 | Present |
I am on the Board of a few organizations where I receive no compensation. These are volunteer positions. Board of Trustees, West Bergen Mental Healthcare (501c3 nonprofit) Board of Trustees, The Ridgewood AM Rotary Club (501c3 nonprofit) Board of Trustees, Ridgewood High School Alumni Association (501c3 nonprofit) Owner; GRWP Enterprises; Investment Related: Yes; Location: 150 River Road, Bldg E3 Montville, NJ 07045; Description of the business: Ownership of office. We own the building and collect rent; Responsibilities Duties: Collection of rent; Start date with business: 2021-07-01; Hours devoted to business outside trading hours: 5; Percentage of total yearly compensation expected to be derived from the business: 15;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2007-01-08 |
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