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Account
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10 Lackawanna Ave Suite 9, Gladstone, NJ 07934 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-05-24 |
| NJ | RA | APPROVED | 2015-01-08 |
Branch Locations
10 Lackawanna Ave Suite 9, Gladstone, NJ 07934 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany | NY | 05/2014 | Present |
| Oliver Luxxe Assets, Llc | Bedminster | NJ | 05/2014 | Present |
OLIVER LUXXE ASSETS; At registered location; WEALTH MANAGEMENT PRACTICE; CLIENT SERVICE ASSOCIATE; 5/2014; 160 HRS/MONTH; FULLY SERVICING ALL ASPECTS OF CLIENT RELATIONSHIP, REPORT MANAGEMENT, TRADE SUPPORT & EXECUTION.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-03-27 |
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