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101 S 108Th Ave 3Rd Floor, Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-06-03 |
Branch Locations
101 S 108Th Ave 3Rd Floor, Omaha, NE 68154 • United States
89 Headquarters Plaza North Suite 1443, Morristown, NJ 07960 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Morristown | NJ | 03/2008 | 05/2020 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 05/2020 |
| Securities America Inc | Morristown | NJ | 06/2020 | 06/2024 |
| Wealthplan Partners | Morristown | NJ | 06/2020 | 03/2026 |
| Osaic Wealth, Inc. | Morristown | NJ | 06/2024 | 03/2026 |
| Wealthplan Investment Management | Morristown | NJ | 03/2026 | Present |
DBA - WealthPlan Partners WEALTHPLAN PARTNERS POSITION: Advisor NATURE: Insurance sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 12 START DATE: 06/03/2020 ADDRESS: 89 Headquarters Plaza, Suite 1443 Morristown, NJ 07960 DESCRIPTION: Insurance sales
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 2008-12-17 |
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