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Current Employers
Platform Wealth Advisors

6510 S. Millrock Dr, Holladay, UT 84121 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-01-02
  • NJ RA
    APPROVED
    Since 2025-01-02

Branch Locations

6510 S. Millrock Dr, Holladay, UT 84121 • United States

Morganville, NJ • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Civale, Silvestri, Alfieri, Martin & Higgins, Llc Mercerville NJ 09/1998 01/2023
Westbrook Properties, Llc Morganville NJ 10/2011 Present
Hamilton Mercer Advisors, Llc Mercerville NJ 01/2023 Present
Raymond James Financial Services, Inc. Mercerville NJ 10/2000 12/2024
Platform Wealth Advisors Holladay UT 12/2024 Present
Platform Cpas, Llp Holladay UT 01/2023 Present
  • 09/1998 → 01/2023
    Civale, Silvestri, Alfieri, Martin & Higgins, Llc
    Mercerville, NJ
  • 10/2011 → Present
    Westbrook Properties, Llc
    Morganville, NJ
  • 01/2023 → Present
    Hamilton Mercer Advisors, Llc
    Mercerville, NJ
  • 10/2000 → 12/2024
    Raymond James Financial Services, Inc.
    Mercerville, NJ
  • 12/2024 → Present
    Holladay, UT
  • 01/2023 → Present
    Platform Cpas, Llp
    Holladay, UT
Previous Registrations
Other Businesses

Name of Business: Westbrook Properties, LLC Address: 5 Glen Court, Morganville, NJ, 07751, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 10/29/2011; 5 Hours per month devoted to this business: 5 Hours per month devoted to this business during trading hours: Description of duties: Manages day-to-day activities, collecting rent and bill paying. Name of Business: Hamilton Mercer Advisors, LLC Address: 1540 Kuser Road, Suite A4, Mercerville, NJ 08619-3828 Type: Accounting/CPA: Position/Title: Principal & CPA: Investment Related: No: Start Date January 2023; Hours per month devoted to this business: 35% of his time: Description of duties: Accounting and tax services Name of Business: Platform CPAs, LLP Address: 6510 Millrock Drive #275, Holladay, UT 84121; Activity Type: Accounting Firm; Position/Title: CPA; Start Date: January 2023 Devotes 65% of his time to this position; Description of Duties: Accounting and tax services

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1999-02-16
  • S66 Uniform Combined State Law Examination
    1999-02-16

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