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Current Employers
New Horizons Wealth Management

240 Cedar Knolls Rd Suite 306, Cedar Knolls, NJ 07927 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2023-12-07
  • NJ RA
    APPROVED
    Since 2023-12-07

Branch Locations

240 Cedar Knolls Rd Suite 306, Cedar Knolls, NJ 07927 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Madison NJ 09/2014 07/2021
Bank Of America, N.A. Madison NJ 09/2014 07/2021
Tfs Securities, Inc. Lincroft NJ 08/2021 Present
Nhwm Llc Cedar Knolls NJ 01/2023 Present
New Horizons Wealth Management Llc Cedar Knolls NJ 09/2021 12/2022
  • 09/2014 → 07/2021
    Madison, NJ
  • 09/2014 → 07/2021
    Bank Of America, N.A.
    Madison, NJ
  • 08/2021 → Present
    Tfs Securities, Inc.
    Lincroft, NJ
  • 01/2023 → Present
    Nhwm Llc
    Cedar Knolls, NJ
  • 09/2021 → 12/2022
    New Horizons Wealth Management Llc
    Cedar Knolls, NJ
Previous Registrations
Other Businesses

1. TFS INSURANCE AGENCY; 437 NEWMAN SPRINGS ROAD, LINCROFT, NJ 07738; INSURANCE PRODUCER START 09/28/2021 TO PRESENT; 2HRS/MO - 2HRS/MO MKT HOURS

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-06-25
  • S66 Uniform Combined State Law Examination
    2020-06-25
Designations
Other Names
  • Pasquale D Recupido

View on SEC IAPD

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