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Fair Lawn, NJ • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-03-07 |
| NJ | RA | APPROVED | 2024-11-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Silvercrest Asset Management Group | Bedminster | NY | 07/2015 | 11/2018 |
| Sax Wealth Advisors | Parsippany | NJ | 11/2018 | 03/2023 |
| Jeffrey N. Mehler, Cfp Llc | Essex | CT | 03/2023 | Present |
| Panorama Financial Llc | Fair Lawn | NJ | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-07-22 |
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