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Current Employers
Bpp Wealth Solutions, Llc

25 Mountainview Blvd., Suite 202A, Basking Ridge, NJ 07920 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2023-03-20
  • NJ RA
    APPROVED
    Since 2023-03-20

Branch Locations

25 Mountainview Blvd., Suite 202A, Basking Ridge, NJ 07920 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lehigh University South Bethlehem PA 08/2015 05/2019
Ogilvy Health Parsippany NJ 06/2018 01/2019
Ogilvy Health Parsippany NJ 07/2019 10/2020
Mutual Securities, Inc. Camarillo CA 10/2020 Present
Bpp Wealth Solutions Basking Ridge NJ 09/2020 03/2023
Bpp Wealth Solutions Basking Ridge NJ 03/2023 Present
  • 08/2015 → 05/2019
    Lehigh University
    South Bethlehem, PA
  • 06/2018 → 01/2019
    Ogilvy Health
    Parsippany, NJ
  • 07/2019 → 10/2020
    Ogilvy Health
    Parsippany, NJ
  • 10/2020 → Present
    Mutual Securities, Inc.
    Camarillo, CA
  • 09/2020 → 03/2023
    Bpp Wealth Solutions
    Basking Ridge, NJ
  • 03/2023 → Present
    Bpp Wealth Solutions
    Basking Ridge, NJ
Other Businesses

1. BPP Wealth Solutions, LLC., Start Date: 09/21/2020, 25 Mountainview Blvd., Ste. 202A, Basking Ridge, NJ 07920, LLC, RIA, Administrator, Administrative assistance, monitor accounts, Investment Related, 160 Hours per month, 6 Hours per day during trading hours. 2. Mutual Securities Inc., Start Date: 10/2020, 807 Camarillo Springs Rd, Camarillo, CA 93012, BD, Licensed Administrator, 32 Hours per month, 8 hours per day during trading hours

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-02-25
  • S66 Uniform Combined State Law Examination
    2023-02-25

View on SEC IAPD

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