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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-07-28 |
Branch Locations
212 Maple Avenue, Red Bank, NJ 07701 • United States
Ocean, NJ • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Red Bank | NJ | 04/2000 | 07/2018 |
| National Securities Corp | Red Bank | NJ | 07/2018 | 07/2022 |
| National Asset Management | Red Bank | NJ | 07/2018 | 07/2022 |
| B. Riley Wealth Management | Red Bank | NJ | 07/2022 | 07/2023 |
| B. Riley Wealth Advisors, Inc. | Memphis | TN | 07/2022 | 07/2023 |
| Commonwealth Financial Network | Waltham | MA | 07/2023 | Present |
| Pick & Roll Wealth Management And Transfer | Red Bank | NJ | 07/2023 | Present |
1. Fixed insurance sales; as of 07/28/2023; 5% of time spent during business hours; Conducted at branch location; Investment related. 2. Co-Owner of rental property located in Boynton Beach, FL, as of 02/01/2026; 0% time spent during business hours; Not conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-04-12 |
| S63 | Uniform Securities Agent State Law Examination | 1996-05-15 |
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