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389 Interpace Parkway Suite 3, Parsippany, NJ 07054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-16 |
| NJ | RA | APPROVED | 2017-10-23 |
Branch Locations
389 Interpace Parkway Suite 3, Parsippany, NJ 07054 • United States
12574 Flagler Center Boulevard Suite 101, Jacksonville, FL 32258 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Gm Financial Group, Llc | Pennington | NJ | 07/2014 | 12/2017 |
| Sax Wealth Advisors, Llc | Parsippany | NJ | 10/2017 | Present |
Munn Taxes LLC | Not investment-related | 27 Landing Street, St. Johns, FL 32259 | Tax return preparation | Owner | Began 01/01/2023 | 20 hours devoted per month, 0 during securities trading hours | Prepares tax returns for individuals.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-08-21 |
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