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494 Sycamore Avenue Suite 100, Shrewsbury, NJ 07702 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-05-02 |
| TX | RA | APPROVED_RES | 2023-04-11 |
Branch Locations
494 Sycamore Avenue Suite 100, Shrewsbury, NJ 07702 • United States
2 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 |
|---|---|---|---|---|
| National Professional Planning Group, Inc. | Shrewsbury | NJ | 08/1997 | Present |
| Nppg Plan Professionals, Llc | Shrewsbury | NJ | 12/2022 | Present |
| Nppg Investment Services, Llc | Shrewsbury | NJ | 01/2012 | Present |
| Nppg Employee Benefits, Llc | Shrewsbury | NJ | 04/2017 | Present |
| Nppg Fiduciary Services, Llc | Shrewsbury | NJ | 01/2014 | Present |
| Pinnacle Financial Services, Inc. | Shrewsbury | NJ | 05/2019 | Present |
| Nppg Recordkeeping Solutions | Shrewsbury | NJ | 12/2022 | Present |
| Arbor Title Services | Shrewsbury | NJ | 01/2006 | Present |
| Cypress Property Holdings | Shrewsbury | NJ | 04/2012 | Present |
(1) Pinnacle Financial Services, LLC, Third- Party Administrator, President, 5 hours a month, 10% during trading hours, duties as executive overseeing business managers; (2) NPPG Employee Benefits, LLC, Member, 5 hours a month, <10% during trading hours, duties as executive overseeing business managers; (3) NPPG Fiduciary Services, LLC, Member, <10 hours a month, <10% during trading hours, duties as executive overseeing business managers; (4) NPPG Investment Services, LLC, Member, <5 hours a month, <10% during trading hours, duties as executive oversight of business operations; (5) National Professional Planning Group, Inc, President, 20 hours a month, 15% during trading hours , duties as executive overseeing business managers; (6) NPPG Record Keeping Solutions, LLC, Member, <5 hours a month, 0% during trading hours, duties executive overseeing business managers; (7) Arbor Title Services, LLC, Member, 5 hours a month, 0% during trading hours , duties as executive overseeing business managers; (8) Cypress Property Holdings, LLC, Member, <5 hours a month,10% during trading hours, duties as executive oversight of business operations.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-03-08 |
| S63 | Uniform Securities Agent State Law Examination | 1994-11-02 |
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