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2 University Plaza Drive, Suite 511, Hackensack, NJ 07601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-03-21 |
| NJ | RA | APPROVED | 2020-04-08 |
Branch Locations
2 University Plaza Drive, Suite 511, Hackensack, NJ 07601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Beacon Wealth Management, Llc | Hackensack | NJ | 05/2011 | 03/2019 |
| Mercer Global Advisors Inc. | Hackensack | NJ | 12/2018 | 02/2020 |
| Emissary Wealth Llc | Hackensack | NJ | 03/2020 | Present |
1. Independent/outsourced Investment Consultant to 18 Squared GP, LLC (an investment manager of a pooled investment vehicle). 30 hours per month during securities trading hours. 505 Main Street, Suite 318, Hackensack, NJ 07601. As of 03/01/2020. Investment related. Perform due diligence and research into potential investments, and making capital allocation recommendations for the pooled investment vehicle. 2. Managing member of Crescita Ventures LLC, a general partner to a private investment partnership. Investment-related. 2 University Plaza Drive, Suite 511 Hackensack, NJ 07601 3. Owner of Emissary Tax, LLC, a separate tax and accounting firm; not investment-related; 2 University Plaza Drive, Suite 511 Hackensack, NJ 07601
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-01-31 |
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