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2277 Route 33 Suite 415, Hamilton, NJ 08690 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-05-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Integrous Wealth Strategies Llc | Hamilton | NJ | 05/2026 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 05/2026 | Present |
| Personal Wealth Strategies | Hamilton | NJ | 11/2021 | 05/2026 |
| Management Planning Inc. | Lawrenceville | NJ | 11/2020 | 10/2021 |
| Gap, Inc | Toms Rver | NJ | 09/2017 | 03/2021 |
| Friendly's | Toms River | NJ | 09/2015 | 07/2017 |
| Full-Time Education | Toms River | NJ | 09/2011 | 06/2017 |
| Woodbury Financial Services Inc | Hamilton | NJ | 03/2022 | 01/2024 |
| Osaic Wealth, Inc. | Hamilton | NJ | 01/2024 | 05/2026 |
1. Integrous Wealth Strategies. Investment-Related. At Registered Location. RIA. Financial Advisor. 05/2026. 160 hrs/month. 130 hrs during trading hrs. Advise clients on their financial plan, portfolio management, creation of financial plans with implementation. 2. Fixed Insurance. Investment-Related. At Registered Location. Fixed Insurance. Agent. 05/2026. 40 hrs/month. 40 hrs during trading hrs. Provide insurance advice based on the needs of clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-11 |
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