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6020 East Fulton Street, Ada, MI 49301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-01-15 |
| WA | RA | APPROVED | 2022-11-03 |
| NM | RA | APPROVED | 2022-09-29 |
| CA | RA | APPROVED | 2021-01-21 |
| MD | RA | APPROVED | 2020-09-25 |
| NJ | RA | APPROVED | 2020-07-23 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealth Watch Advisors Llc | Rockledge | FL | 02/2016 | 03/2017 |
| Retirement Wealth Advisors | Tenafly | NJ | 04/2017 | 07/2020 |
| Howard E. Kaplan | Tenafly | NJ | 01/1989 | Present |
| Renewal Planning Partners, Llc | Tenafly | NJ | 02/2016 | Present |
| Renewal Wealth Advisors | Hackensack | NJ | 01/2017 | Present |
| Usa Financial Securities | Ada | MI | 07/2020 | Present |
1) Howard E Kaplan - 150 Main St. Apt 1232, Hackensack, NJ 07601. Start date 01/1989. Owner, Sole Proprietor. Life and Health Insurance. Licensed insurance producer who solicits, recommend, and sells life, health, LTC insurance and fixed and indexed annuities. Investment related. 60 hours per month devoted to business. 50 hours per month devoted during securities trading hours. 2) Personal Strategic Design - 150 Main St. Apt 1232, Hackensack, NJ 07601 Start date 11/2022. Founder, Owner, Sole Proprietor. Education, training, coaching and consulting. Not Investment related. 60 hours per month devoted to business. 50 hours per month devoted during securities trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-14 |
| S63 | Uniform Securities Agent State Law Examination | 1990-03-21 |
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