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103 Carnegie Center Drive Suite 324, Princeton, NJ 08540 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2018-10-04 |
Branch Locations
103 Carnegie Center Drive Suite 300, Princeton, NJ 08540 • United States
3 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 |
|---|---|---|---|---|
| Seacrest Wealth Management, Llc | Purchase | NY | 11/2015 | 10/2018 |
| Princeton Wealth Management Alliance, Llc | Princeton | NJ | 08/2018 | Present |
1) ACCUHOME HEALTHCARE LTD., NON-INVESTMENT RELATED, WEST ORANGE, NJ 07052, MEDICAL HOME HEALTHCARE SERVICES; PARTNER - PROVIDES BUSINESS ADVICE; START DATE: 10/01/2015; 2-4 HOURS PER MONTH DEVOTED TO BUSINESS DURING NON-SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-09-22 |
| S63 | Uniform Securities Agent State Law Examination | 1994-04-21 |
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