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2639 Fruitville Rd Suite 103, Sarasota, FL 34237 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2017-06-22 |
Branch Locations
2639 Fruitville Rd Suite 103, Sarasota, FL 34237 • United States
14 Walsh Drive Suite 302, Parsippany, NJ 07054 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Parsippany | NJ | 09/2014 | 05/2017 |
| Niagara International Capital Limited | Clarence | NY | 05/2017 | 12/2017 |
| Mra Advisory Group | Parsippany | NJ | 06/2017 | Present |
(1) CoganWorks; Non-investment related; Tax Preparation (CPA); Parsippany, NJ 07054; Started January 2001; Owner; CPA/Public accounting; 40 hours/month; 35 hours/month during trading. (2) Name: Alison Cogan; Position: Treasurer; Firm: Parsippany United Methodist Church; Investment related: No; Location: 903 S Beverwyck Rd Parsippany NJ 07054;Description of the business: Church; Business Started: 2019-12-02; During outside trading hours: 10 hour. This employee activity was allowed on 11/28/2019 by Marco Lima (3) Member; Parsippany-Troy Hills Board of Education; Is the business investment related: No; Location of the business: 292 Parsippany Rd Parsippany NJ 07054 USA; Description of the business: Not a business.; Responsibilities Duties: Facilitate the public meetings and speak on behalf of the Board of Education.; Start date with business: 2023-07-27; Hours per month devoted to business during trading hours: 4; Hours per month devoted to business outside trading hours: 40; Percentage of total yearly compensation expected to be derived from the business: 0; (4) Treasurer: Parsippany Education Foundation; Investment Related: No; Location of the business: Parsippany, New Jersey 07054 USA; Description of the business: Not a business.; Responsibilities Duties: Duties: Bookkeeping, making deposits, writing checks, creating monthly report for advisory board Start Date: 2024-08-05 Hours per month devoted to business during trade hours: 0 Hours per month devoted to business outside trading hours: 5 Percentage of year compensation expected to be derived from the business: 0-Volunteer (5) Treasurer: League of Women Voters of Morristown Area; Investment Related: No; Location of the business: Convent Station, NJ 07961 USA; Description of the business: Not a business.; Responsibilities Duties: Bookkeeping, writing checks, creating monthly report for advisory board Start Date: 2024-07-01 Hours per month devoted to business during trade hours: 0 Hours per month devoted to business outside trading hours: 10 Percentage of year compensation expected to be derived from the business: 0-Volunteer
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-11-15 |
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