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623 Morris Avenue, Springfield, NJ 07081 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APP_PEND_IARCE | 2026-01-01 |
| PA | RA | APPROVED | 2025-09-17 |
| TX | RA | APPROVED | 2015-02-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ridgewood Investments | Short Hills | NJ | 01/2002 | Present |
| Global Asset Services, Inc. | San Juan | PR | 01/2020 | Present |
President, Ridgewood Investments, Inc. - private investment/holding company (primary role over 20 hours per week). Officer, Freedom Income Fund Management and other private funds(see Ridgewood's ADV) Other Ownership Interests: 40% - Jersey EcoRoofing, LLC. 30% - Banksmore Real Estate Holding Company. 100% - 623 Morris Avenue office building (via F28 Holdings/Investments/Enterprises/Properties). 50% Owner, Ananta India Growth Fund - foreign adviser/private fund based in Mauritius; independent ownership from Ridgewood; no direct compensation for recommendations CEO, Global Asset Services-consulting for other businesses
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-01-09 |
| S63 | Uniform Securities Agent State Law Examination | 1994-09-16 |
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