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1065 Andrew Drive, West Chester, PA 19380 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-11-26 |
Branch Locations
1065 Andrew Drive, West Chester, PA 19380 • United States
390 Amwell Rd Suite 308, Hillsborough, NJ 08844 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ss&C Technologies Inc | Skillman | NJ | 11/2004 | 10/2016 |
| Amerelite Financial Group Llc | Hillsborough | NJ | 10/2016 | Present |
| Ni Advisors Inc | Milpitas | CA | 02/2020 | 10/2024 |
| Hongwei Liu, Cpa | Hillsborough | NJ | 10/2017 | Present |
| Hongwei Liu, Cfp | Hillsborough | NJ | 09/2019 | 09/2024 |
| Target Business Services Inc | Belle Mead | NJ | 07/2006 | 06/2024 |
| Wealthcare Advisory Partners | Hillsborough | NJ | 11/2024 | Present |
1. Amerelite Financial Group LLC DBA Fan's Financial & Insurance LLC. Non-investment related. 390 Amwell Road, Suite 308, Hillsborough, NJ 08844. Life & Health. Vice President since Oct 2016. 160 hours/month. 160 hours/month during NAI business hour. Sales and Administration. 2. Hongwei Liu, CPA. Non-investment related. 390 Amwell Road, Suite 308, Hillsborough, NJ 08844. Accounting & Tax Services since Oct 2017. Self-employed CPA. 10 hours/month. 10 hours/month during NAI business hour. Prepare tax return.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-31 |
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