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31 State Route 12, Flemington, NJ 08822 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2018-12-12 |
Branch Locations
31 State Route 12, Flemington, NJ 08822 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2018-12-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo | Charlotte | NC | 02/2011 | 08/2018 |
| Triad Advisors | Norcross | GA | 09/2018 | 08/2024 |
| Prestige Wealth Management Group | Flemington | NJ | 09/2018 | Present |
| Prestige Wealth Services Group | Flemington | NJ | 09/2018 | Present |
| Osaic Wealth, Inc. | Flemington | NJ | 08/2024 | Present |
1)Prestige Wealth Management Group; investment related;31 State Route 12,Flemington,NJ 08822;investment management; wealth advisor;9/2018;225 hrs/month;6.5 hrs during trading; manage relationships with clients 2)Prestige Wealth Accounting Group; not investment related;31 State Route 12,Flemington,NJ 08822;accounting;managing director;12/1/2018;4 hrs/month;1 hr during trading; will handle marketing and promotion 3)Independent insurance agent; non investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-05 |
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