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475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-09-09 |
Branch Locations
17 Fairway Drive, Cream Ridge, NJ 08514 • United States
475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealth Watch Advisors, Llc | Rockledge | FL | 07/2015 | 04/2017 |
| Professional Planning Services | Cream Ridge | NJ | 10/2012 | 05/2026 |
| Regal Investment Advisors, Llc | Kentwood | MI | 04/2017 | 07/2019 |
| Retirement Wealth Advisors, Inc. | Cream Ridge | NJ | 07/2019 | 08/2025 |
| Eagle Team Financial Pros | Woodbury | MN | 11/2012 | Present |
| Digital Advisor Alliance (Smart Retirement) | Vero Beach | FL | 12/2019 | 12/2020 |
| Ethos Technologies | San Francisco | CA | 10/2021 | 01/2023 |
| Kbl Enterprises | Stewartsville | NJ | 01/2013 | Present |
| Simplicity Wealth | Summit | NJ | 08/2025 | Present |
PROFESSIONAL PLANNING SERVICES; NON INVESTMENT RELATED; 17 FAIRWAY DRIVE, CREAM RIDGE, NJ 08514; INSURANCE AND INVESTMENT ADVISORY; CIO; STARTED 11/2012; 80 HOURS/MONTH DEVOTED; 80 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; OFFER SALE OF INSURANCE PRODUCTS AND INVESTMENT ADVISORY SERVICES. EAGLE TEAM FINANCIAL PROS; INVESTMENT RELATED; 563 BIELENBERG PARKWAY, WOODBURY MN 55125; INSURANCE; INSURANCE AGENT; STARTED 11/2012; 10 HOURS/MONTH DEVOTED; 10 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; OFFER SALE OF INSURANCE PRODUCTS. KBL ENTERPRISES; NON INVESTMENT RELATED; 408 MAXWELL DRIVE, STEWARTSVILLE NJ 08886; 0WNER/PARTNER; STARTED 1/2013; 10 HOURS/MONTH DEVOTED; 0 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; MY PERSONAL BUSINESS FOR CONDUCTING STREAMING ON TWITCH AND RECEIVING ACCOUNT RECEIVABLES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-03-19 |
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