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Inactive

John Higgins Vii

Consolidated Portfolio Review Corp

Caldwell, NJ

Woodbury, NY

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Current Employers
Consolidated Portfolio Review Corp

125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2026-05-08
TX RA APPROVED_RES 2026-05-01
  • NJ RA
    APPROVED
    Since 2026-05-08
  • TX RA
    APPROVED_RES
    Since 2026-05-01

Branch Locations

339 Bloomfield Avenue, Suite 6, Caldwell, NJ 07006 • United States

125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Ayco Company, L.P./Mercer Allied Parsippany NJ 08/2015 01/2021
United Capital Financial Advisers, Llc Newport Beach CA 12/2020 01/2021
Goldman Sachs & Co. Llc New York NY 01/2021 01/2021
Personal Cfo Solutions Llc Chester NJ 02/2021 04/2026
Consolidated Portfolio Review Corp Woodbury NY 05/2026 Present
  • 08/2015 → 01/2021
    The Ayco Company, L.P./Mercer Allied
    Parsippany, NJ
  • 12/2020 → 01/2021
    United Capital Financial Advisers, Llc
    Newport Beach, CA
  • 01/2021 → 01/2021
    Goldman Sachs & Co. Llc
    New York, NY
  • 02/2021 → 04/2026
    Personal Cfo Solutions Llc
    Chester, NJ
  • 05/2026 → Present
    Consolidated Portfolio Review Corp
    Woodbury, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-05-27
  • S66 Uniform Combined State Law Examination
    2016-05-27
Designations
Other Names
  • John Higgins
  • John Higgins

View on SEC IAPD

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THOMAS J WEBER
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Other Offices

LPL FINANCIAL LLC · CALDWELL, NJ
CETERA INVESTMENT ADVISERS LLC · CALDWELL, NJ
LPL FINANCIAL LLC · CALDWELL, NJ
LPL FINANCIAL LLC · CALDWELL, NJ
ALLSTATE FINANCIAL ADVISORS, LLC · West Caldwell, NJ
EDWARD JONES · WEST CALDWELL, NJ
EQUITABLE ADVISORS, LLC · WEST CALDWELL, NJ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · WEST CALDWELL, NJ

More in Caldwell, NJ

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