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2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-07-29 |
Branch Locations
316 East Broad St., Westfield, NJ 07090 • United States
2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Newbridge Securities | New York | NY | 11/2015 | 08/2018 |
| Westfield Financial Planning | Westfield | NJ | 08/2018 | Present |
| Westfield Financial Planning | Westfield | NJ | 08/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-02-05 |
| S63 | Uniform Securities Agent State Law Examination | 2009-09-17 |
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