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10 Station Place, Metuchen, NJ 08840 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2021-11-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mdx Wealth Management | Houston | TX | 11/2014 | 12/2018 |
| Tradition Asset Management | Summit | NJ | 12/2018 | 07/2020 |
| Investment Partners Asset Management | Metuchen | NJ | 07/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-05-23 |
| S63 | Uniform Securities Agent State Law Examination | 1990-06-06 |
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