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475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-01-06 |
Branch Locations
330 Changebridge Rd. Suite 101, Pine Brook, NJ 07058 • United States
475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Keller Williams Suburban Realty | Livingston | NJ | 03/2010 | Present |
| Senior Services Consulting | Roseland | NJ | 09/2019 | 12/2021 |
| Roseland Retirement Planning | Pine Brook | NJ | 06/2021 | Present |
| Simplicity Wealth | Summit | NJ | 08/2021 | Present |
Victoria Stout; Investment-related; YES; 330 Changebridge Rd Suite 101 Pine Brook, NJ 07058; Insurance sales; your position; Owner/Insurance Agent ; the start date of your relationship; 06/2021; 160 hrs/month, 130 hrs during trading day, Insurance sales Roseland Retirement Planning; Investment-related; YES; 330 Changebridge Rd Suite 101 Pine Brook, NJ 07058; Insurance sales; your position; Owner/Insurance ; the start date of your relationship; 06/2021; 160 hrs/month, 130 hrs during trading day, Insurance sales Keller Williams Suburban Realty, not investment related, 123 W Mt Pleasant Ave, Livingston NJ 07039J, Residential Real Estate/referrals, Real Estate Agent, 03/01/2010; , 1 hr month, 0 during trading hrs.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-08-17 |
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