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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 |
| TX | RA | APPROVED | 2025-09-05 |
Branch Locations
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 |
|---|---|---|---|---|
| Hennion & Walsh, Inc. | Parsippany | NJ | 11/2013 | 04/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Florham Park | NJ | 05/2023 | 12/2024 |
| Bank Of America, N.A. | Florham Park | NJ | 05/2023 | 12/2024 |
| Hennion & Walsh Asset Management, Inc | Parsippany | NJ | 05/2016 | 04/2023 |
| Avantax Investment Services Inc | Parsippany | NJ | 01/2025 | 09/2025 |
| Avantax Advisory Services | Parsippany | NJ | 01/2025 | 09/2025 |
| Avantax Insurance Services | Parsippany | NJ | 01/2025 | 09/2025 |
| Wealthspring Financial Partners | Parsippany | NJ | 01/2025 | Present |
| Cetera Wealth Services, Llc | Parsippany | NJ | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) WEALTHSPRING FINANCIAL PARTNERS POSITION: Financial Advisor NATURE: Wealthspring provides clients with tax efficient and comprehensive financial planning solutions. Wealthspring helps clients establish their financial goals and creates investment strategies designed to help ensure progress towards achieving those goals. INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 01/20/2025 ADDRESS: 1711 US 46, Parsippany NJ 07054, United States DESCRIPTION: I'll be working with clients to deepen their relationship with the firm by servicing their needs. I'll review client's current financial plans and make updates as necessary. I'll work with clients to discover other assets not currently with the firm. I'll provide investment advice based on clients needs and objectives. I'll create financial plans for new clients that will be working with the firm.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-12-15 |
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