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23 Royal Road Suite 101, Flemington, NJ 08822 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2014-10-01 |
Branch Locations
23 Royal Road Suite 101, Flemington, NJ 08822 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Alliance Wealth Management Group, Llc | Flemington | NJ | 09/2014 | Present |
| Alliance Accounting Group | Flemington | NJ | 09/2014 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 09/2014 | Present |
1) ALLIANCE WEALTH MANAGEMENT, INVESTMENT RELATED, RIA, 9/2014-PRESENT. 23 ROYAL RD, SUITE 101, FLEMINGTON, NJ 08822. WEALTH MANAGEMENT FIRM, WEALTH ADVISOR, 200 HRS/MONTH AND 162 HRS/DURING TRADING. 2) PKS FINANCIAL. Not Investment Related. 80 State St, Albany NY 12207. Fixed Insurance and Annuities. Agent. Start 9/2014. Solicit fixed business. 3) ALLIANCE ACCOUNTING GROUP, LLC. Not Investment Related. 23 Royal Road, Suite 101, Flemington, NJ 08822. Accounting Services. Partner. 09/2014. 2-4 Hrs/Mo; 0 During Trading Hours. Partner of Accounting Firm. 4) ALLIANCE WORLDWIDE, LLC. Not Investment Related. 1506 Westover Road, Yardley PA. Holding Company. Member. Start 9/2021. 10 hours per month, 1 during trading. Advise companies how to grow their business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-06-12 |
| S63 | Uniform Securities Agent State Law Examination | 1994-08-12 |
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