Chad Joseph Mcqueen

100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2024-05-29

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Pennington	NJ	08/2022	05/2024
Pennington Quality Market	Pennington	NJ	03/2017	05/2024
Ewing High School	Ewing	NJ	09/2014	06/2018
Mercer County Community College	West Windsor	NJ	09/2018	05/2020
The College Of New Jersey	Ewing	NJ	08/2020	05/2022
Serve Management Group Dba Mission Serve	Alpharetta	GA	05/2019	08/2021
Concurrent Investment Advisors, Llc	West Berlin	NJ	05/2024	Present

08/2022 → 05/2024

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Pennington, NJ
03/2017 → 05/2024

Pennington Quality Market

Pennington, NJ
09/2014 → 06/2018

Ewing High School

Ewing, NJ
09/2018 → 05/2020

Mercer County Community College

West Windsor, NJ
08/2020 → 05/2022

The College Of New Jersey

Ewing, NJ
05/2019 → 08/2021

Serve Management Group Dba Mission Serve

Alpharetta, GA
05/2024 → Present

Concurrent Investment Advisors, Llc

West Berlin, NJ

Spectrum Wealth 05/22/2024 Support Company Vice President-Investments Non-Owner 40 hours/week 5 Greentree Center, Ste 201 Marlton NJ 08053

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-01-23

Other Firms