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23 Royal Road Suite 101, Flemington, NJ 08822 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2017-07-05 |
| TX | RA | APPROVED_RES | 2017-05-16 |
Branch Locations
23 Royal Road Suite 101, Flemington, NJ 08822 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany | NY | 09/2014 | Present |
| Alliance Wealth Management Group | Flemington | NJ | 09/2014 | Present |
1) Rider University- Not investment related-Lawrenceville, NJ-Education-Adjunct Professor-1/1/2019-8 hrs/mth-0 during trading hrs-Teach accounting. 2) ALLIANCE WEALTH MANAGEMENT GROUP. Investment Related. 23 royal Road, Suite 101, Flemington NJ. RIA. CPA. 200 hours per month, 162 during trading. Member/Registered Admin. Help with Tax Planning. 3) ALLIANCE WORLDWIDE. Not Investment Related. 1506 Westover Road, Yardley PA. Holding Company. CEO. Start 9/2021. 15 hours per month, 2 during trading. Advise companies how to grow businesses. 4) Sugar Hill Capital. Not Investment Related. 1506 Westover Road, Yardley PA. Holding Company. Owner. Start 11/2016. 5 hours per month not during trading. Holding company for personal assets to limit risk exposure.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-09-03 |
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