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111 Grove Street Suite 203, Montclair, NJ 07042 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-10-02 |
Branch Locations
111 Grove Street Suite 203, Montclair, NJ 07042 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oppenheimerfunds Distributor, Inc. | New York | NY | 07/2009 | 05/2019 |
| Invesco Distributors, Inc. | Houston | TX | 05/2019 | 09/2024 |
| Rmr Wealth Builders, Inc. | Montclair | NJ | 09/2024 | Present |
1) Morristown-Beard School; Non-Investment Related; 70 Whippany Rd., Morristown, NJ 07960; Private School; Position/Title: Golf Coach; Start Date: 12/9/2024; Number of Hours per month: Approx. 10; Number of Hours during trading hours: <10; Duties: Golf Coach for the 2025 Spring Season.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-30 |
| S63 | Uniform Securities Agent State Law Examination | 2013-02-13 |
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