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25 Mountainview Blvd., Suite 202A, Basking Ridge, NJ 07920 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-03-20 |
Branch Locations
25 Mountainview Blvd., Suite 202A, Basking Ridge, NJ 07920 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-25 |
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