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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-02-03 |
| NJ | RA | APPROVED | 2026-02-02 |
Branch Locations
701 Route 73 North Ste. 4, Marlton, NJ 08053 • United States
2317 Highway 34 Ste. 1B, Manasquan, NJ 08736 • United States
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 |
|---|---|---|---|---|
| Axa Advisors, Llc, | New York | NY | 04/2009 | 11/2018 |
| Commonwealth Financial Network | Waltham | MA | 11/2018 | 02/2026 |
| Millstone River Wealth Management | Marlton | NJ | 11/2011 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 02/2026 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 02/2026 | Present |
1) FIXED INSURANCE SALES, 701 Route 73 North, Suite 4, Marlton NJ 08053-3466, 11/2018, Agent, Insurance/Benefits/Human Resources, NIR, 5 HR/MO, 5 HR/MO TRADING. 2) EHZ REDEVELOPMENT, LLC, 313 Bond Street, Apt 402, Asbury Park NJ 07712, 08/2021, Owner, Real Estate, IR, 1 HR/MO, 0 HR/MO TRADING. 3) MILLSTONE RIVER WEALTH MANAGEMENT, LLC, 701 Route 73 North, Suite 4, Marlton NJ 08053-3466, 01/2011, Owner, DBA Name, IR, 50 HR/MO, 50 HR/MO TRADING. 4) CIRA, 1776 Pleasant Plain Road, Fairfield IA 52556, United States, 02/02/2026, Investment Advisor Representative, CIRA Affiliation, INV REL, 160 HR/MO - 120 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-10-20 |
| S63 | Uniform Securities Agent State Law Examination | 2007-09-07 |
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