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5 Cold Hill Road S Suite 1, Mendham, NJ 07945 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-03-03 |
| NJ | RA | APPROVED | 2017-02-01 |
Branch Locations
5 Cold Hill Road S Suite 1, Mendham, NJ 07945 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 03/2008 | 12/2016 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Short Hills | NJ | 08/2008 | 12/2016 |
| Parisi Gray Wealth Management, Llc | Bedminster | NJ | 12/2016 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 02/2017 | 03/2023 |
| Oliver Luxxe Assets Llc | Gladstone | NJ | 12/2016 | 02/2017 |
1. INDEPENDENT INSURANCE AGENT. Not Investment Related. 350 Main Street, Suite 1, Bedminster, NJ 07021. Life Insurance. Agent. 1-5 HOURS/MONTH. Offer Fixed Insurance Solutions to Clients. 2. Rental Income. Non-Investment Related. 921 Claridge Dr., Spring Lake Heights, NJ 07762. Property owner. Start 2/2021. 5hr/mo, none during trading hours. Renting out second home on AirBnb or VRBO. 3. DPG Properties, LLC. Not Investment Related. 5 Cold Hill Rd S., Suite 1, Mendham NJ 07945. Owns real estate in LLC for libability protection. Owner. Start 4/1/2022. 1 hour per month not during trading. Owns property that RIA will be moving to next year.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-07-30 |
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