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389 Interpace Parkway Suite 3, Parsippany, NJ 07054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-03-26 |
| IN | RA | APPROVED | 2026-03-19 |
Branch Locations
389 Interpace Parkway Suite 3, Parsippany, NJ 07054 • United States
Mishawaka, IN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Command Financial Planning , Inc | Fort Worth | TX | 07/2015 | 08/2018 |
| First Command Insurance Services Inc | Fort Worth | TX | 07/2015 | 08/2018 |
| First Command Advisory Services | Fort Worth | TX | 12/2015 | 08/2018 |
| Sax Wealth Advisors, Llc | Parsippany | NJ | 01/2026 | Present |
| Key Private Bank | South Bend | IN | 09/2018 | 01/2020 |
| Key Private Bank | South Bend | IN | 01/2020 | 01/2026 |
07/16/2013 - 2400 E HEBRON PKWY LLC - REAL ESTATE RENTAL - TREASURER IN 2400 E HEBRON PKWY LLC - 1% OF TIME SPENT - PLANO, TX
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2005-02-12 |
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