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302 Us-202, Bedminster, NJ 07921 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-04-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealth Planning Advisory Group | Bedminster | NJ | 10/2008 | Present |
| Wealth Planning Asset Management Limited Liability Company | Bedminster | NJ | 08/2004 | Present |
Business Name: Eye Foundation of America Investment Related: No Address: 3140 Collins Ferry Road Morgantown WV 26505 Nature of Business: Community/Charitable/Civic Position, Title or Relationship: Board of Director Start Date: 12/1/2014 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Help the Board make executive decisions and fund development
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1990-08-30 |
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