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1600 Avenue Of The States Suite 303, Lakewood, NJ 08701 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-08-02 |
| NJ | RA | APPROVED | 2024-07-24 |
Branch Locations
1600 Avenue Of The States Suite 303, Lakewood, NJ 08701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Delta Equity Services | Bolton | MA | 08/2010 | 09/2016 |
| Delta Global Asset Management | Bolton | MA | 08/2010 | 09/2016 |
| National Securities Corporation | Jackson | NJ | 09/2016 | 07/2022 |
| B. Riley Wealth Advisors, Inc. | Jackson | NJ | 09/2016 | 06/2024 |
| B. Riley Wealth Management | Jackson | NJ | 07/2022 | 06/2024 |
| Geneva Financial Group, Llc | Jackson | NJ | 06/2024 | Present |
| Gfg Realty Llc | Jackson | NJ | 01/2014 | Present |
| Geneva Realty Llc | Jackson | NJ | 01/2014 | Present |
| Gfg Group Llc | Lakewood | NJ | 03/2024 | Present |
(1) GENEVA FINANCIAL GROUP LLC D/B/A FOR NIC,NSC & NAM PRESIDENT OWNER START 2004 4 HRS PER MONTH ALL DURING TRADING HRS...(2) TARYAG FOUNDATION PERSONAL PROVIDE CHARITY FOUNDATION PRESIDENT START 2004 1/2 HR PER MONTH DURING TRADING HRS...(3) GENEVA REALTY LLC REAL ESTATE PRESIDENT AND OWNER START 2014 18 HRS PER MONTH 6 HRS DURING TRADING HRS...(4) GFG REALTY LLC REAL ESTATE PRESIDENT AND OWNER START 2014 18 HRS PER MONTH 6HRS DURING TRADING HRS...(5) B. RILEY WEALTH INSURANCE; INVESTMENT - RELATED; 2060 W. COUNTY LINE RD. JACKSON, NJ 08527; INSURANCE PRODUCT SALES; SELF - EMPLOYED CONTRACTOR; START DATE 2022; 2 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; SELF - EMPLOYED CONTRACTOR - RECOMMEND INSURANCE PRODUCTS WHEN APPROPRIATE AND SUITABLE TO CLIENT.. (6) GFG Group LLC, Not Investment Related, Franklin NJ, A logistics Freight transportation company About 2 hours per week.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-05-20 |
| S65 | Uniform Investment Adviser Law Examination | 1994-05-20 |
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