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1000 Route 34 Suite 604, Matawan, NJ 07747 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-02-26 |
| FL | RA | APPROVED | 2026-02-13 |
| NJ | RA | APPROVED | 2026-02-05 |
| TX | RA | APPROVED_RES | 2026-02-05 |
Branch Locations
Marco Island, FL • United States
1000 Route 34 Suite 604, Matawan, NJ 07747 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gardner-Webb University | Boiling Springs | NC | 01/2015 | 12/2017 |
| Lpl Financial Llc | Fort Mill | SC | 05/2018 | 02/2020 |
| Unemployed | Plainview | NY | 01/2018 | 05/2018 |
| Alt Fund Distributors Llc | New York | NY | 03/2020 | 01/2023 |
| Arbor Research & Trading, Llc | New York | NY | 02/2023 | 04/2024 |
| American Global Wealth Management, Inc. | Mcdonough | GA | 04/2024 | 06/2026 |
| Dharma Capital Advisors | New York | NY | 01/2023 | 04/2024 |
| Cape Investment Advisory, Inc. | Mcdonough | GA | 06/2024 | 01/2026 |
| Global Investment Advisory | Mcdonough | GA | 06/2024 | 02/2026 |
| Miller Tabak Asset Management, Llc | Matawan | NJ | 08/2025 | Present |
| Miller Tabak Asset Management, Llc | Matawan | NJ | 02/2026 | Present |
| Miller Tabak Asset Management, Llc | Matawan | NJ | 05/2026 | Present |
1) BOOT64 VENTURES; INVESTMENT RELATED; 3421 N CAUSEWAY BLVD SUITE 801 METARIRIE LA 70002; VENTURE CAPITAL; PARTNER; STARTED 05/01/2023; 5 HOURS PER MONTH WITH NONE DURING TRADING; PROVIDES OPINION ON POTENTIAL HEALTHCARE INVESTMENTS. 2) Miller Tabak Asset Management, LLC, 1000 Route 34, Suite 604, Matawan, NJ 07747, Investment-Related, Nature of Business: RIA, Position: CEO, Start date-08/2025, 40+ hours spent per week all during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-01 |
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