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1680 Route 23 Suite 210, Wayne, NJ 07470 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2021-11-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sobel & Co., Inc. | Livingston | NJ | 10/2001 | Present |
| Stonegate Wealth Management | Oakland | NJ | 04/2016 | 08/2020 |
| Atlas Fiduciary Financial, Llc | Oakland | NJ | 08/2020 | 08/2021 |
| Highland Financial Advisors, Llc | Wayne | NJ | 08/2021 | Present |
1. Sobel & Co: Address: 293 Eisenhower Parkway, Livingston, NJ; Title: Of Counsel; Start date: 10/2001; Duties: Tax preparation, accounting, and tax planning' Time: 80 hours, per month. Not investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-01-27 |
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