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6510 S. Millrock Dr, Holladay, UT 84121 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-01-02 |
Branch Locations
6510 S. Millrock Dr, Holladay, UT 84121 • United States
Morganville, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-02-16 |
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