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2700 N Military Trail Suite 240, Boca Raton, FL 33431 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2019-05-14 |
Branch Locations
2700 N Military Trail Suite 240, Boca Raton, FL 33431 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Shrewsbury | NJ | 07/2009 | 05/2019 |
| Qp Wealth Management, Llc | Boca Raton | FL | 05/2019 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 05/2019 | 12/2021 |
1) QP WEALTH MANAGEMENT, LLC. INVESTMENT RELATED BUSINESS. LOCATED AT 12 CHRISTOPHER WAY, SUITE 103, EATONTOWN, NJ 07724. RIA. TITLE IS CO-FOUNDER, CO-CIO, PM. STARTED 05/2019. DEVOTED 175 HRS/MO DURING TRADING. DUTIES ARE INVESTMENT ADVISING & PORTFOLIO MANAGEMENT.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-07-23 |
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