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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-02-27 |
Branch Locations
375 North Main St. Suite A4, Williamstown, NJ 08094 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 08/2024 | 02/2025 |
| Unemployed | Blackwood | NJ | 06/2024 | 07/2024 |
| Enterprise Mobility | Turnersville | NJ | 05/2023 | 08/2023 |
| Wilkes University | Wilkes Barre | PA | 08/2020 | 05/2024 |
| Vda Elevator Consulting | Voorhees | NJ | 06/2022 | 08/2022 |
| Planet Fitness | Sewell | NJ | 06/2021 | 08/2021 |
| Washington Township High School | Sewell | NJ | 08/2016 | 07/2020 |
| Osaic | Deptford | NJ | 02/2025 | Present |
1. HOWARD MATTSON LLC POSITION: Client Service Associate NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 02/18/2025 ADDRESS: 901 Cooper Street, Woodbury NJ 08096, United States DESCRIPTION: Assist clients with any requests or questions, send clients pre-meeting questionnaires, conduct initial 20-minute discovery call with new clients 2. PLAN ONE FINANCIAL GROUP POSITION: Client Service Associate NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 02/18/2025 ADDRESS: 901 Cooper Street, Woodbury NJ 08096, United States DESCRIPTION: Assist clients with any requests or questions, send clients pre-meeting questionnaires, conduct initial 20-minute discovery call with new clients 3. INSURANCE AGENT POSITION: Insurance Agent NATURE: Licensed Only Agent INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 09/20/2024 ADDRESS: 901 Cooper Street, Woodbury NJ 08096, United States DESCRIPTION: Assess client needs to help them make the most informed decision and recommend appropriate products
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-26 |
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