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111 Grove Street Suite 203, Montclair, NJ 07042 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-08-05 |
| TX | RA | APPROVED | 2025-07-11 |
Branch Locations
111 Grove Street Suite 203, Montclair, NJ 07042 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oppenheimerfunds | New York | NY | 03/2015 | 09/2018 |
| Sentinel Benefits & Financial Group | New York | MA | 09/2018 | 07/2025 |
| Rmr Wealth Builders, Inc. | Montclair | NJ | 07/2025 | Present |
1) Big Brothers Big Sisters of Tampa Bay; Non-Investment Related; Address: 3001 Executive Drive, Suite 110, Clearwater, FL 33762; Nature of Business: Youth Mentoring & Social Services; Position: Member of the Board of Directors; Title: Board Member; Start Date: 4/29/2026; Hours per month: 8; Hours per month during trading: 2; Duties: Serving on the Board of Directors for Big Brothers Big Sisters of Tampa Bay. Attend board meetings bi-monthly, attend fundraising events.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-08-05 |
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