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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-09-05 |
| NY | RA | APPROVED | 2025-09-05 |
Branch Locations
115 Horseneck Road Suite 201, Montville, NJ 07054 • United States
45 Rockefeller Plaza 20 Fl, New York, NY 10111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services Inc. | New York | NY | 08/2023 | 02/2024 |
| Avantax Advisory Services | New York | NY | 08/2023 | 02/2024 |
| Jpb Financial, Llc | New York | NY | 11/2021 | 02/2024 |
| G4S/Allied Universal | New York | NY | 03/2021 | 01/2022 |
| Unemployed | New York | NY | 09/2020 | 03/2021 |
| Chdfs: Center For Human Developmental & Family Services | New York | NY | 05/2018 | 08/2020 |
| Fulltime Education | New York | NY | 08/2013 | 05/2018 |
| Prime Now Llc | New York | NY | 09/2020 | 09/2020 |
| Seasons Of Advice Wealth Management | New York | NY | 02/2024 | 10/2024 |
| Mass Mutual | New York | NY | 11/2019 | 03/2020 |
| Laurence Consulting | New York | NY | 06/2018 | 11/2019 |
| Avantax Investment Services Inc. | New York | NY | 12/2024 | 09/2025 |
| Avantax Advisory Services | New York | NY | 12/2024 | 09/2025 |
| Wealthspring Financial Partners Llc | New York | NY | 11/2024 | Present |
| Cetera Wealth Services, Llc | Parsippany | NJ | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
WEALTHSPRING FINANCIAL PARTNERS LLC POSITION: Junior Advisor NATURE: Financial Advisor - Prepare and present financial plans, invest assets, and address clients goals and concerns within the parameters of their risk profile. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 11/25/2024 ADDRESS: 45 Rockefeller Plaza, 20 FL, New York NY 10111, United States DESCRIPTION: Understand the clients financial needs by conducting interviews to determine risk tolerance, goals, review income, expenses, and inventments. Create a personal financial plan to address both short and long term objectives while providing advice/recommendations on investments and retirement planning. Monitor/track and invest assets accordingly. Review and plan retirement account saving and manage income strategies.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-18 |
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