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170 Changebridge Rd Unit D5-1, Montville, NJ 07045 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-07-25 |
| NJ | RA | APPROVED | 2014-11-05 |
Branch Locations
170 Changebridge Rd Unit D5-1, Montville, NJ 07045 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| S Squared Retirement Solutions Llc | Montville | NJ | 10/2014 | Present |
| American Portfolios Financial Services, Inc. | Holbrook | NY | 12/2014 | 10/2024 |
| American Portfolio Advisors, Inc. | Holbrook | NY | 03/2019 | 10/2024 |
| Osaic Wealth, Inc. | Montville | NJ | 10/2024 | 04/2025 |
S SQUARED LIFE SOLUTIONS; INVESTMENT RELATED; MONTVILLE, NJ; INSURANCE; OWNER AND AGENT - 40% OF TIME; INVESTMENT RELATED AUTHOR OF RETIREMENT AND INCOME; NON-INVESTMENT RELATED S SQUARED INVESTMENT ADVISORS; NON-INVESTMENT RELATED; BUSINESS CONSULTING FIRM; OWNER; 1% TIME SPENT DURING TRADING S SQUARED REALTY INVESTMENT, LLC; NON-INVESTMENT RELATED; REAL ESTATE HOLDING COMPANY; OWNER; 1% TIME SPENT DURING TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-03-28 |
| S63 | Uniform Securities Agent State Law Examination | 1993-02-02 |
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