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363 Route 46 West Suite 300, Fairfield, NJ 07004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2018-11-07 |
| TX | RA | APPROVED | 2018-10-31 |
Branch Locations
363 Route 46 West Suite 300, Fairfield, NJ 07004 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network Llc | Fairfield | NJ | 05/2009 | 10/2018 |
| Key Client Fiduciary Advisors, Llc | Fairfield | NJ | 10/2018 | Present |
| Realta Equities, Inc. | Wilmington | DE | 10/2018 | 02/2024 |
1. KEY CLIENT FINANCIAL ADVISORS LLC; INVESTMENT RELATED; FAIRFIELD, NJ 07004; SUBLEASE SPACE; CO-OWNER; START DATE: 8/04; LESS THAN 1 HR PER MTH DURING MARKET.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1985-04-12 |
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