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999 Palmer Ave. Suite 5, Holmdel, NJ 07733 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-03-18 |
| TX | RA | APPROVED_RES | 2016-01-19 |
| NJ | RA | APPROVED | 2015-01-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unique Financial Advisors Llc | Holmdel | NJ | 12/2014 | Present |
Name of the other business: Unique Tax Consultants Not Investment-related Address of the other business: 999 Palmer Avenue, Suite 5, Holmdel, NJ 07733 Nature of the other business: Tax preparation, and planning services for individuals, families, and small businesses. Position: Sole Owner Unique Tax Consultants is distinct from Unique Financial Advisors, there are no conflicts of interest. Start Date: April 2017 15 hours per month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-12-23 |
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