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9111 Cypress Waters Blvd Suite 140, Dallas, TX 75019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-09-06 |
Branch Locations
500 Morris Ave. Suite 205, Springfield, NJ 07081 • United States
9111 Cypress Waters Blvd Suite 140, Dallas, TX 75019 • 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 |
|---|---|---|---|---|
| Sage Financial Nj Llc | Westfield | NJ | 10/2009 | Present |
| Brookstone Cm Llc | Wheaton | IL | 07/2014 | 10/2018 |
| Haydenrock Solutions Llc | Marlton | NJ | 03/2016 | 12/2021 |
| Complete College Planning Solutions Llc | Springfiled | NJ | 10/2009 | 12/2017 |
| City Center Advisors, Llc | Springfiled | NJ | 02/2019 | 07/2022 |
| Trifound Advisory Lcc | Springfield | NJ | 05/2022 | 11/2022 |
| Elite Corporate Holdings Llc | San Diego | CA | 01/2022 | Present |
| Coppell Advisory Solutions | Coppell | TX | 07/2023 | Present |
| Lw Connections | Garwood | NJ | 01/2022 | Present |
1) Elite Corporate Holdings LLC; non-investment related; Calafornia; Partner, Accountant Coach and Consultant; started 01/2022; 40 hours per month, 20 hours during trading hours. 2) Sage Financial NJ LLC; investment related; New Jersey; Fixed Insurance; Partner/Insurance Agent; started 10/2009; 40 hours per month, 20 during trading hours; insurance sales and service. 3) LW Connections LLC, non-investment related; New Jersey; Owner, Consultant; started 01/2022; 10 hours per month, 4 hours during trading hours. Connect business owners and sometimes individuals to experts in tax, legal and business growth.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-06-29 |
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