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200 Schulz Drive Suite 302, Red Bank, NJ 07701 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2019-12-10 |
Branch Locations
200 Schulz Drive Suite 302, Red Bank, NJ 07701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Salvus Wealth Management, Llc | Shrewsbury | NJ | 07/2019 | Present |
| Woolston Consulting Group | Shrewsbury | NJ | 07/2018 | 08/2024 |
| Woolston Consulting Group, Llc | Shrewsbury | NJ | 06/2016 | 06/2018 |
| Woolston Jensen Mcnamara | Shrewsbury | NJ | 08/2024 | Present |
Since 2018 I have been a Partner at Woolston Consulting Group, renamed in 2024 to Woolston Jensen & McNamara, a non investment related, accounting firm, located at 1040 Broad Street, Suite 203 Shrewsbury, NJ 07702. Duties include tax preparation and planning. approximately 160 hours per month are devoted to this entity; all of the time during security trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-11-07 |
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