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6510 S. Millrock Dr, Holladay, UT 84121 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-05-27 |
Branch Locations
6510 S. Millrock Dr, Holladay, UT 84121 • United States
1540 Kuser Road Suite A-4, Mercerville, NJ 08619 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Platform Wealth Management, Llc Dba Platform Wealth Advisors | Hamilton | NJ | 10/2024 | Present |
| Platform Accounting Group | Hamilton | NJ | 01/2023 | 10/2024 |
| Mercer Community College | Pennington | NJ | 07/2021 | 12/2022 |
| Tomlin & Associates Llc | Lynchburg | VA | 02/2021 | 06/2021 |
| Atr International/Abbott Laboratories | Altavista | VA | 11/2020 | 01/2021 |
| Benjamin's Cows & Crabs | Forest | VA | 03/2019 | 11/2020 |
| Aflac | Lynchburg | VA | 10/2018 | 07/2019 |
| Oakwood Country Club | Lynchburg | VA | 09/2017 | 11/2020 |
| Bridgewater College | Bridgewater | VA | 09/2013 | 06/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-21 |
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