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200 W. Madison St. Suite 2500, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-08-15 |
Branch Locations
200 W. Madison St. Suite 2500, Chicago, IL 60606 • United States
525 Route 73 North Suite 312, Marlton, NJ 08053 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Blue Bell Private Wealth Management | Blue Bell | PA | 06/2012 | 07/2017 |
| Aepg Wealth Strategies | Warren | NJ | 07/2017 | 10/2019 |
| Wealth Enhancement Group | Plymouth | MN | 10/2019 | 10/2020 |
| Blue Bell Private Wealth Management | Blue Bell | PA | 10/2020 | 11/2021 |
| Meyer Capital Group | Marlton | NJ | 01/2022 | 08/2023 |
| Hightower Advisors | Chicago | IL | 08/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-04-04 |
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