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1115 W Fulton Market 3Rd Floor, Chicago, IL 60607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-11-20 |
| NJ | RA | APPROVED | 2024-11-15 |
Branch Locations
30 Montgomery Street Suite 1201, Jersey City, NJ 07302 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services, Inc. | Paramus | NJ | 04/2014 | 08/2022 |
| B. Riley Wealth Management | Jersey City | NJ | 08/2022 | 11/2024 |
| B. Riley Wealth Advisors, Inc. | Jersey City | NJ | 08/2022 | 11/2024 |
| Arete Wealth Management | Chicago | IL | 11/2024 | Present |
| Arete Wealth Advisors | Chicago | IL | 11/2024 | Present |
1. Insurance; Investment-Related; 30 Montgomery St. Ste. 1201 Jersey City, NJ 07302; Life/Health Insurance Sales and Annuities; Agent; Start Date: 8/8/2022; 10 hour/month devoted, 8 during securities trading hours... 2. Hudsonpoint Capital; Investment-Related; 30 Montgomery St. Ste. 1201 Jersey City, NJ 07302; dba; Start Date: 8/2022; 40 hrs/week devoted during securities trading hrs... 3. CrossedKeys GK, LLC; Investment-Related; Franklin Lake, NJ; Start Date: 02/2020; LLC set up to hold real estate investment property; Managing member with wife; 0 hrs/month devoted....
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-07-24 |
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