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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-06-20 |
Branch Locations
393 Ramapo Valley Rd Suite 2, Oakland, NJ 07436 • United States
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Triad Advisors Inc | Norcross | GA | 11/2012 | 06/2017 |
| Gitterman Wealth Management, Llc | Iselin | NJ | 08/2014 | 07/2020 |
| Vanderbilt Securities, Llc | Woodbury | NY | 06/2017 | 07/2020 |
| Lpl Financial Llc | Tarrytown | NY | 07/2020 | 09/2022 |
| Stratos Wealth Partners, Ltd | Tarrytown | NY | 07/2020 | 09/2022 |
| Atlas Fiduciary Financial | Oakland | NJ | 09/2022 | 06/2024 |
| Wealth Enhancement Group | Oakland | NJ | 06/2024 | Present |
| Wealth Enhancement Advisory Services | Oakland | NJ | 06/2024 | Present |
1.) GREATER PASCACK VALLEY CHAMBER OF COMMERCE - NON INVESTMENT RELATED - SECRETARY - START DATE: 2/01/2025 - 1-2 HOURS/MONTH, 0 HOURS DURING TRADING HOURS. 2.) FINANCIAL PLANNING ASSOCIATION OF NEW JERSEY - NON INVESTMENT RELATED - WESTWOOD, NJ - DIRECTOR OF MARKETING & COMMUNICATIONS - START DATE: 03/27/2025 - 2-3 HOURS/MONTH, 1-2 HOURS DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-07-20 |
| S65 | Uniform Investment Adviser Law Examination | 2011-11-04 |
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