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180 Summit Avenue Suite 200, Montvale, NJ 07645 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-02-10 |
Branch Locations
180 Summit Avenue Suite 200, Montvale, NJ 07645 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Portfolio Strategies, Inc Ny | Montvale | NJ | 11/2024 | Present |
| Unemployed | Spring Valley | NY | 01/2024 | 11/2024 |
| B Riley Wealth | New York | NY | 06/2022 | 01/2024 |
| Beer Yakov Talmudic Seminary | Spring Valley | NY | 04/2016 | 06/2022 |
| Community Improvement Council | Spring Valley | NY | 03/2014 | 06/2022 |
E-Z IRA Corp; not investment-related; Spring Valley, NY; 6 Truman Ave, Spring Valley, NY 10977; financial education and budget planning ; Volunteer; 03/2023; Approximately 25% of time; 1 hour during trading hours; Conduct financial workshops, assist clients in understanding their various options, and educate them about the benefits of an IRA account.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-27 |
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