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101 South 108Th Avenue, Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2020-02-18 |
Branch Locations
101 South 108Th Avenue, Omaha, NE 68154 • United States
140-A Lefante Way South Cove Commons, Bayonne, NJ 07002 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Lpl Financial Llc | Bayonne | NJ | 02/2014 | 12/2016 |
| Wealthplan Partners,Inc | Omaha | NE | 02/2014 | Present |
| Securities America Inc. | Bayonne | NJ | 12/2016 | 06/2024 |
| Wealthplan Partners, Llc | Omaha | NE | 01/2020 | Present |
| Osaic Wealth, Inc. | Bayonne | NJ | 06/2024 | Present |
1. Name: Wealth Plan Partners Position: Registered Representative Nature: Wealth Plan Partners is my RIA Investment Related: Yes Start Date: 03/15/2014 Address: 140A Lefante Way, Bayonne NJ 07002 2. DBA- WealthPLAN Partners 3. JOSEPH B. MCCLELLAN NJ INSURANCE PRODUCER LICENSE POSITION: Insurance producer NATURE: NJ insurance producer license. Lines of authority Life Insurance and Variable. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/23/1995 ADDRESS: 140A Lefante Way, Bayonne NJ 07002, United States DESCRIPTION: NJ Insurance License to write annuities. 4. WEALTHPLAN POSITION: Employee NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 09/30/2024 ADDRESS: 140-A Lefante Way, Bayonne NJ 07002, United States DESCRIPTION: Employee of RIA
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-07-15 |
| S63 | Uniform Securities Agent State Law Examination | 1994-02-22 |
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