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389 Interpace Parkway Suite 3, Parsippany, NJ 07054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-02 |
| NJ | RA | APPROVED | 2020-08-18 |
Branch Locations
389 Interpace Parkway Suite 3, Parsippany, NJ 07054 • United States
389 Interpace Parkway, Floor 3, Parsippany, NJ 07054 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pgim Investments | Newark | NJ | 01/2016 | 12/2016 |
| Fred Alger Management | New York | NY | 12/2016 | 01/2020 |
| Sax Wealth Advisors | Parsippany | NJ | 01/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-07-17 |
| S63 | Uniform Securities Agent State Law Examination | 2009-05-11 |
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