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125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-05-01 |
Branch Locations
125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
339 Bloomfield Avenue, Suite 6, Caldwell, NJ 07006 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Ayco Company, L.P./Mercer Allied | Parsippany | NJ | 01/2011 | 01/2021 |
| Bloomfield Recreation Department | Bloomfield | NJ | 08/2006 | 12/2018 |
| United Capital Financial Advisers, Llc | Newport Beach | CA | 12/2020 | 09/2021 |
| Goldman Sachs & Co. Llc | New York | NY | 01/2021 | 09/2021 |
| Personal Cfo Solutions Llc | Chester | NJ | 09/2021 | 05/2026 |
| Consolidated Portfolio Review Corp | Woodbury | NY | 05/2026 | Present |
1) New Jersey Twirling Association. Start date: 01/01/2010. Title: Secretary. Duties: Board membership of an organization. Time spent during regular hours: 0%. 2) Avenue Wealth Partners. Investment related. Start date: 01/05/2026. Address: 339 Bloomfield Avenue, Suite 6, Caldwell NJ 07006. Title: Managing Partner. Duties: Investment Advisor Representative. Time spent during regular hours: 100%.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-07-30 |
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