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999 Riverview Drive Suite 201, Totowa, NJ 07512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-10-06 |
| TX | RA | APPROVED_RES | 2018-03-06 |
| NJ | RA | APPROVED | 2016-08-25 |
Branch Locations
999 Riverview Drive Suite 201, Totowa, NJ 07512 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| I-Squared Wealth Management, Inc | Totowa | NJ | 06/2016 | Present |
BRW (Saba Capital Income & Opportunities Fund); Investment Related; Close End Fund; Board Member; Start Date 7/2020; 1 hr per month; 0 hours during securities trading hours; Will participate in quarterly board meetings. Saba Capital Income & Opportunities Fund II; Investment Related; Close End Fund; Board Member; Start Date 2/22/2022; 1 hr per month; 0 hours during securities trading hours; Will participate in quarterly board meetings. ASA Gold and Precious Metals Limited (ASA); Closed-End fund that invests in gold and other previous metals (investment-related); address: Three Canal Plaza Portland, ME 04101 United States; Independent Board Member; Start Date: May 2024; hours devoted per month can vary; 0 hours spent during security trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-06-18 |
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