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32-16 Broadway 2Nd Floor, Fair Lawn, NJ 07410 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2018-01-09 |
Branch Locations
466 Southern Blvd Washington Bldg. 2Nd Floor, Chatham, NJ 07928 • United States
32-16 Broadway 2Nd Floor, Fair Lawn, NJ 07410 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nationwide Planning Associates | Fair Lawn | NJ | 09/2003 | Present |
| Npa Asset Management, Llc | Fair Lawn | NJ | 08/2004 | Present |
| Evergreen Financial Services | Cedar Knolls | NJ | 06/1990 | Present |
SELLS INSURANCE, LIFE, HEALTH - INDEPENDENT INSURANCE AGENCY. COMPENSATED VIA COMMISSIONS AND CONDUCTS BOTH INSURANCE AND FINANCIAL ACTIVITIES WITH SAME CLIENT BASE SIMULTANEOUSLY. DUALLY REGISTERED WITH NPA ASSET MANAGEMENT (RIA) AND NATIONWIDE PLANNING ASSOCIATES INC. (AFFILIATED B/D), 32-16 BROADWAY, 2ND FLOOR, FAIR LAWN, NJ 07410, INVESTMENT RELATED, START DATE: 08/04/2004.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-11-11 |
| S63 | Uniform Securities Agent State Law Examination | 1994-12-14 |
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