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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-09-05 |
Branch Locations
39 State Route 12 Suite 2, Flemington, NJ 08822 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Flemington | NJ | 10/2015 | 01/2017 |
| The Steidle Financial Group, Llc | Lebanon | NJ | 02/2017 | 04/2017 |
| Ameriprise Financial Services, Inc. | Flemington | NJ | 07/2017 | 08/2023 |
| Nationwide Planning Associates Inc. | Flemington | NJ | 02/2017 | 04/2017 |
| Walkers & Associates | Flemington | NJ | 07/2017 | 08/2023 |
| Richards, Meli & Associates | Allentown | PA | 10/2015 | 01/2017 |
| Bkc Wealth Management, Llc | Flemington | NJ | 01/2024 | Present |
| Unemployed | Asbury | NJ | 09/2023 | 12/2023 |
| Unemployed | Asbury | NJ | 05/2017 | 06/2017 |
| Avantax Investment Services Inc. | Flemington | NJ | 01/2024 | 09/2025 |
| Avantax Advisory Services | Flemington | NJ | 01/2024 | 09/2025 |
| Cetera Wealth Services, Llc | Flemington | NJ | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
BKC WEALTH MANAGEMENT, LLC POSITION: Executive Administrative Assistant NATURE: We offer Financial Planning, Retirement Planning, Estate Planning, Investment Services, Tax Planning Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/08/2024 ADDRESS: 39 State Route 12, Suite 2, Flemington NJ 08822, United States DESCRIPTION: Open accounts, money movement, gather information for insurance new business applications, 401K plan applications, ad hoc client assistance.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-14 |
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