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1199 Us 22, Mountainside, NJ 07092 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-04-18 |
| NJ | RA | APPROVED | 2022-03-03 |
| TX | RA | APPROVED_RES | 2022-02-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foresters Financial Services, Llc. | Edison | NJ | 06/2015 | 05/2019 |
| Sound State Entertainment | Mountainside | NJ | 09/2012 | 12/2016 |
| National Wealth Management, Llc | Florham Park | NJ | 06/2019 | Present |
| Fig Tree Wealth Management Llc | Mountainside | NJ | 01/2022 | Present |
| Fig Tree Wealth Management Llc | Mountainside | NJ | 02/2022 | Present |
1) Owner and sole proprietor dba Fig Tree Stewardship, 250 Knollcrest Rd Mountainside NJ 07092, started April 2020, Book publishing and education on biblical stewardship, 8 hours per month, 1 hour during trading hours, Selling books and general education, No investments and no direct financial advice 2) Godwit Coffee LLC, Not investment related, 250 Knollcrest Road Mountainside, NJ 07092, Coffee roastery focused on charity, Member/Owner, Member/Owner/Business Admin, 10/22/21, 8 hours per month, 1 hour per month during trading hours, Business administration 3) Independent insurance agent, 250 Knollcrest Road Mountainside, NJ 07092.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-03-03 |
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