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200 Schulz Drive Suite 302, Red Bank, NJ 07701 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2018-07-30 |
Branch Locations
200 Schulz Drive Suite 302, Red Bank, NJ 07701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| C & G Financial, Llc | Toms River | NJ | 02/1999 | 01/2017 |
| Cowan, Gunteski & Co. | Toms River | NJ | 10/1987 | 12/2016 |
| Salvus Wealth Management, Llc | Toms River | NJ | 08/2014 | 10/2016 |
| Salvus Wealth Management, Llc | Shrewsbury | NJ | 05/2018 | Present |
| The Curchin Group, Llc | Red Bank | NJ | 12/2016 | 05/2018 |
| Woolston Consulting Group | Red Bank | NJ | 05/2018 | 08/2024 |
| Woolston Jensen And Mcnamara | Shrewsbury | NJ | 08/2024 | Present |
Since August 2024, I have been a Partner at Woolston, Jensen & McNamara, a non investment related, accounting firm, located at 1040 Broad Street, Suite 203 Shrewsbury, NJ 07702. Duties include tax preparation and planning. approximately 160 hours per month are devoted to this entity; all of the time during security trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-04-29 |
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