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Monroe, NY • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2019-03-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vander Plaat Memorial Home Llc | Paramus | NJ | 05/1985 | Present |
| Karen Wexler-Berry, Ph.D. | Warwick | NY | 05/2006 | 03/2017 |
| Invest Financial Corporation | Tampa | FL | 06/2007 | 11/2016 |
| Wealth Creation Managment Group Llc | Monroe | NY | 01/2019 | Present |
| Marilyn Vander Plaat, Sole Proprietor | Monroe | NY | 09/2017 | Present |
| United Planners' Financial Services Of America A Limited Partner | Monroe | NY | 10/2017 | 07/2020 |
| Invest Financial Corporation | Tampa | FL | 04/2017 | 10/2017 |
| Invest Financial Corporation | Tampa | FL | 11/2016 | 10/2017 |
1.) VANDER PLAAT MEMORIAL HOME LLC - Bookkeeper - Funeral Home - Paramus, NJ - Since 05/1985 - NOT INVESTMENT RELATED 2.) MARILYN VANDER PLAAT INDEPENDENT INSURANCE - Agent - Non-Variable Insurance - Monroe, NY - Since 09/2017 - INVESTMENT RELATED 3.) 121 South Farview LLC; not investment related; 20 Hambleonian Rd. Chester, NY 10918; rental property; owner; start 3/2012; 1 hr/month; none during securities trading; residential rental property
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-04-04 |
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