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Account
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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-03-04 |
| PA | RA | APPROVED | 2025-03-04 |
Branch Locations
1200 Liberty Ridge Dr Suite 110, Wayne, PA 19406 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Alpine Woods Capital Inv/Alpine Funds | Purchase | NY | 05/2007 | 06/2017 |
| Quasar Distributors, Llc | Milwaukee | WI | 06/2007 | 06/2017 |
| Arrow Investment Advisors, Llc | Laurel | MD | 07/2017 | 02/2019 |
| Unemployed | Matawan | NJ | 02/2019 | 08/2019 |
| Jd Mellberg | Tucson | AZ | 08/2019 | 01/2020 |
| First Financial Equity Corporation | Scottsdale | AZ | 01/2020 | 03/2020 |
| Vision Solar | Blackwood | NJ | 04/2020 | 09/2020 |
| Trinity Solar | Wall Township | NJ | 10/2020 | 06/2021 |
| Lpl Financial Llc | Matawan | NJ | 06/2021 | 03/2025 |
| Kestra Investment Services, Llc. | Wayne | PA | 03/2025 | Present |
| Kestra Advisory Services, Llc | Wayne | PA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-08-12 |
| S63 | Uniform Securities Agent State Law Examination | 1999-03-10 |
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