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120 Eagle Rock Avenue Suite 230, East Hanover, NJ 07936 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-09-18 |
| NJ | RA | APPROVED | 2025-09-18 |
| PA | RA | APPROVED | 2018-07-18 |
| TX | RA | APPROVED | 2018-07-18 |
| VA | RA | APPROVED | 2018-07-18 |
Branch Locations
120 Eagle Rock Avenue Suite 230, East Hanover, NJ 07936 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hennion & Walsh Inc | Parsippany | NJ | 06/2014 | 06/2018 |
| Access Wealth Planning, Llc | Roseland | NJ | 06/2018 | Present |
| Purshe Kaplan Sterling Investments, Inc. | Albany | NY | 06/2020 | Present |
1) Access Wealth Planning, LLC. Investment Related. 120 Eagle Rock Ave., Suite 230, East Hanover, NJ 07936. Investment Advisory Firm, Associate Wealth Advisor. Start 6/2018. 160hrs/mo, 130hrs/mo during trading hours. Shadow a senior wealth advisor to learn as much about the business as possible and get to know his clients. This position is specifically geared to help with client retention after the senior wealth manager retires.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-06-20 |
| S63 | Uniform Securities Agent State Law Examination | 2014-12-09 |
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