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10 Wilsey Square Suite 200, Ridgewood, NJ 07450 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-11-07 |
| NY | RA | APPROVED | 2024-11-06 |
| TX | RA | APPROVED | 2024-11-06 |
Branch Locations
10 Wilsey Square Suite 200, Ridgewood, NJ 07450 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mariner Wealth Advisors | New York | NY | 02/2019 | 01/2021 |
| Mariner Wealth Advisors | New York | NY | 01/2015 | 02/2019 |
| Rose Wealth Advisors, Llc | Jersey City | NJ | 12/2020 | 11/2024 |
| Advisors Capital Management, Llc | Ridgewood | NJ | 11/2024 | Present |
| Rose Wealth Advisors, Llc | Ramsey | NJ | 11/2024 | Present |
1. Rose Wealth Advisors, LLC; not investment related; Ramsey, NJ; Tax Preparation; Owner and Tax Advisor; 12/2020; 64 hrs annually, with most of those hours are during tax season. 2. Insurance Producer; Life & Health Insurance agent & Life Broker
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