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98 Floral Avenue Suite 103, New Providence, NJ 07974 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2017-09-21 |
Branch Locations
98 Floral Avenue Suite 103, New Providence, NJ 07974 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Portfolios Financial Services, Inc. | Holbrook | NY | 09/2016 | Present |
| Tilson Financial Group, Inc. | New Providence | NJ | 09/2016 | Present |
1. Tilson Financial Group, Inc. - IAR of RIA; manage client assets; prepare financial plans; 180 hours per month, 130 hours during market hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-11-10 |
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