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111 Grove Street Suite 203, Montclair, NJ 07042 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2020-08-26 |
Branch Locations
295 Pierson Ave. #2, Edison, NJ 08837 • United States
111 Grove Street Suite 203, Montclair, NJ 07042 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sidney Finkelstein | Edison | NJ | 01/2009 | Present |
| Calton & Associates, Inc | Teaneck | NJ | 08/2013 | 12/2022 |
| Rmr Wealth Builders, Inc. | Montclair | NJ | 08/2020 | Present |
No. 1) Name of Business: Aster J Getahun. Non-Investment- related. Address: 12 Dunston Drive, East Brunswick, NJ 08816. Nature of Business: Insurance. Position/Title/Relationship: Owner. Hours per month: 2-3. Hours per month during Securities trading hours: 2%. Duties/Responsibilities: Various Insurance Products. No. 2) Name of Business: Sidney Finkelstein, PA. Non-Investment related. Address: 295 Pierson Avenue, Suite 204, Edison, NJ 08837. Nature of Business: Public Accounting Firm. Position/Title/Relationship: Partner. Hours per month: 165. Hours per month during Securities trading hours: 130. Duties/Responsibilities: Accounting and Tax Services.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-11-02 |
| S65 | Uniform Investment Adviser Law Examination | 2014-05-16 |
| S66 | Uniform Combined State Law Examination | 2013-11-19 |
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