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340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-10-02 |
Branch Locations
2410 State Highway 34, Manasquan, NJ 08736 • United States
340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| George Mckelvey Co., Inc. | Manasquan | NJ | 02/2005 | 10/2024 |
| Allworth Financial | Manasquan | NJ | 10/2024 | Present |
| Aw Securities | Manasquan | NJ | 10/2024 | Present |
Freehold Regional HIgh School Board of Education - not investment related - Board VP - Marlboro rep on regional high school district board of education - no compensation - 1 hour per week outside of trading hours
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-10-07 |
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