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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-06-08 |
| NJ | RA | APPROVED | 2020-08-06 |
| PA | RA | APPROVED | 2020-08-06 |
Branch Locations
440 South Main St Second Fl, Ste 2, Milltown, NJ 08850 • United States
440 South Main St Suite 2, 2Nd Fl, Milltown, NJ 08850 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | South River | NJ | 10/2014 | 08/2020 |
| Osaic Wealth, Inc. | Holmdel | NJ | 08/2020 | Present |
1. Fiduciary Activities -Named or act in a fiduciary capacity; such as attorney-in-fact, trustee, conservator, guardian, executor or personal representative. 2. FREEDOM CAPITAL MANAGEMENT POSITION: Insurance Rep NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/17/2020 ADDRESS: 960 Holmdel Road Building 1, Suite D, Holmdel NJ 07733 DESCRIPTION: Sell Term Insurance 3. BOY SCOUTS POSITION: Committee Member NATURE: Boy Scouts INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2016 ADDRESS: 568 Ryders Lane, East Brunswick NJ 08816 DESCRIPTION: Volunteer work 4. COACH, MERCER CHIEFS POSITION: Coach NATURE: Ice Hockey Team INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2018 ADDRESS: 1000 Cornwall Rd, South Brunswick NJ 08852 DESCRIPTION: Coach youth Ice Hockey 5. ELITE WEALTH GROUP POSITION: Owner NATURE: This is a DBA disclosure only. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/08/2025 ADDRESS: 960 Holmdel Road, Building 1, Second Floor, Suite 201, Holmdel NJ 07733 DESCRIPTION: This is a DBA disclosure only. 6.ELITE WEALTH GROUP POSITION: Owner NATURE: This is a DBA disclosure only. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/08/2025 ADDRESS: 440 South Main St, Second Floor, Suite 2, Milltown NJ 08850, United States DESCRIPTION: This is a DBA disclosure only. 7.ELITE WEALTH GROUP POSITION: Insurance Rep NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/17/2020 ADDRESS: 440 South Main Street, Second Floor, Suite 2, Milltown NJ 08850, United States DESCRIPTION: Sell Term Insurance
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-01-31 |
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