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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-04-20 |
Branch Locations
1200 17Th Street Suite 2000, Denver, CO 80202 • United States
2517 Highway 35 Building I, Suite 103, Manasquan, NJ 08736 • United States
2517 Highway 35 Building I, Suite 103, Manasquan, NJ 08736 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-04-12 |
Branch Locations
2517 Highway 35 Building I, Suite 103, Manasquan, NJ 08736 • United States
2517 Highway 35 Building I Suite 103, Manasquan, NJ 08736 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2021-06-21 |
Branch Locations
2517 Highway 35 Building I Suite 103, Manasquan, NJ 08736 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Personal Financial Solutions Llc | Manasquan | NJ | 06/2019 | 04/2026 |
| Epic Gymnastics | Manasquan | NJ | 02/2018 | Present |
| Devlin Gymnastics | Manasquan | NJ | 09/1997 | 02/2018 |
| The Adventure Squad | Jackson | NJ | 09/2014 | 06/2019 |
| Kml Financial Services Group, Llc | Manasquan | NJ | 03/2023 | 04/2026 |
| Mercer Global Advisors Inc. | Manasquan | NJ | 04/2026 | Present |
1. Epic Gymnastics; Not investment-related; 2351 Hwy 34, Manasquan, NJ 08736; Martial Art Instruction; Director of the Pendo Karate Program; 09/01/2001; 10 hrs. per month; 0 hrs. during trading hours; Provide limited oversight support to the martial arts program as needed, including offering guidance and occasionally filling in to teach classes.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-03-29 |
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