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1555 Zion Road Suite 204, Northfield, NJ 08225 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-06-14 |
Branch Locations
1555 Zion Road Suite 204, Northfield, NJ 08225 • United States
Tampa, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Triad Advisors, Llc | Linwood | NJ | 07/2016 | 06/2020 |
| Triad Hybrid Solutions, Llc | Linwood | NJ | 07/2016 | 06/2020 |
| Northstar Advisory Group, Llc | Northfield | NJ | 03/2020 | Present |
BayPointe Subdivision Homeowners Association; Not investment related; 2807 Baypointe Circle, Tampa, FL 33611; Homeowners Association; President; Start date: 11/17/2025; 4 hours per month; Oversee proper functioning of the Homeowners Association and work with other board members to facilitate proper functioning of the Association.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-04-11 |
| S65 | Uniform Investment Adviser Law Examination | 1994-04-11 |
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