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200 South Avenue East Suite 303, Cranford, NJ 07016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2015-04-03 |
| NJ | RA | APPROVED | 2005-03-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Christakos & Co. | Westfield | NJ | 08/1988 | Present |
| Westfield Wealth Management, Llc | Westfield | NJ | 03/2003 | Present |
| Westfield Benefit Services, Llc | Westfield | NJ | 10/2010 | Present |
| Christakos Real Estate | West Westfield | NJ | 01/2013 | Present |
| Century 21 | Westfield | NJ | 01/2013 | Present |
| Nichols Patrick Cpe, Inc | Westfield | NJ | 08/2014 | 12/2016 |
| Christakos Financial Group | Westfield | NJ | 01/2015 | Present |
| Monmouth University | West Long Branch | NJ | 01/2017 | Present |
1) CENTURY 21 - AGENT - REAL ESTATE SALES AND SERVICES - SINCE 01/2013 - WESTFIELD, NJ--- 2) CHRISTAKOS REAL ESTATE - AGENT - REAL ESTATE SALES - WEST WESTFIELD, NJ - SINCE 01/2013--- 3) CHRISTAKOS & CO. - OWNER / CPA FIRM - ACCOUNTING, TAX PLANNING SERVICES - WESTFIELD, NJ - SINCE 08/1988.--- 4) WESTFIELD WEALTH MANAGEMENT, LLC - OWNER RIA - AGENT/REP/ADVISOR - INSURANCE, FINANCIAL AND ADVISORY SERVICES - WESTFIELD, NJ - SINCE 03/2003.--- 5) WESTFIELD BENEFIT SERVICES, LLC - VP SALES - EMPLOYEE BENEFITS & INSURANCE - WESTFIELD, NJ - SINCE 10/2010 --- 6) NICHOLS PATRICK CPE, INC - INSTRUCTOR - TEACHING CPAS ABOUT FINANCIAL PLANNING FOR CPE ACROSS THE US - SINCE 08/2014 - WESTFIELD NJ - INVESTMENT RELATED. 7) FAIRLEIGH DICKINSON UNIVERSITY - ADJUNCT PROFESSOR - TEACHING IN THE CFP PROGRAM - SINCE 01/2015 - - WESTFIELD NJ - NOT INVESTMENT RELATED 8) CHRISTAKOS FINANCIAL GROUP - PARTNER - ENTITY USED FOR MARKETING AND LEGAL PURPOSES - SINCE 01/2015 - WESTFIELD NJ - NOT INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-07-07 |
| S63 | Uniform Securities Agent State Law Examination | 1992-11-03 |
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