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60 Blue Heron Road, Suite 201, Sparta, NJ 07871-2608 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-10-09 |
Branch Locations
60 Blue Heron Road, Suite 201, Sparta, NJ 07871-2608 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Directional Wealth Management | Rockaway | NJ | 01/2016 | 10/2023 |
| Securities America Advisors, Inc. | Rockaway | NJ | 02/2019 | 05/2022 |
| Securities America, Inc. | Rockaway | NJ | 08/2018 | 05/2022 |
| Kestra Investment Services, Llc | Rockaway | NJ | 05/2022 | 11/2023 |
| Kestra Advisory Services, Llc | Rockaway | NJ | 05/2022 | 11/2023 |
| Avantax Investment Services, Inc. | Liberty Center | NJ | 01/2024 | 10/2024 |
| Avantax Advisory Services | Liberty Center | NJ | 01/2024 | 10/2024 |
| Private Client Group Wfp Llc Dba Wealth Financial Partners | Liberty Center | NJ | 01/2024 | 11/2024 |
| Personal Time | Clifton | NJ | 10/2023 | 01/2024 |
| Sterling Financial Planning Inc | Sparta | NJ | 03/2025 | Present |
| Personal Time | Clifton | NJ | 11/2024 | 03/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-02-01 |
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