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999 Riverview Drive Suite 201, Totowa, NJ 07512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2019-01-03 |
Branch Locations
151 Main Street, Flemington, NJ 08822 • United States
999 Riverview Drive Suite 201, Totowa, NJ 07512 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Insight Private Advisors, Llc | Flemington | NJ | 02/2015 | 12/2018 |
| Purshe Kaplan Sterling Investments | Albany | NY | 05/2016 | 12/2018 |
| Apw Capital | Rockaway | NJ | 01/2019 | Present |
| Aurora Private Wealth Management | Rockaway | NJ | 01/2019 | Present |
(1) Eric Lathrop SP; non-investment related; Flemington, NJ; Service & Duties: Fixed insurance and fixed annuities with various carriers; Start date: 2/12/19; Title: Senior Wealth Advisor; Time spent: 1 hour/month. (2) Aurora Private Wealth, Inc., Investment related: Yes, 100 Enterprise Drive, Suite 504, Rockaway, New Jersey, 07866, This RIA provides Charles Schwab Advisor trading platform and compliance services to me., Wealth Advisor , 01/01/2019, 175 hours/month, Advise and provide advisory services to clients' investment accounts.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-07-02 |
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