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120 Eagle Rock Avenue Suite 230, East Hanover, NJ 07936 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
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 |
|---|---|---|---|---|
| Bam Associates | Edison | NJ | 01/1985 | Present |
| Access Wealth Planning Llc | Clifton | NJ | 07/2001 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 05/2015 | Present |
1- BAM, INVESTMENT RELATED, 4 GREENWICH ROAD EDISON, NJ 08820, PARTNER, START DATE 07/2006, 10 HRS/MONTH, 5 HRS DURING SECURITIES TRADING HRS, DUTIES: HANDLE SOME OF THE MANAGEMENT RESPONSIBILITIES FOR ACCESS WEALTH PLANNING LLC, A REGISTERED INVESTMENT ADVISOR 2- ACCESS WEALTH PLANNING LLC, DBA ACCESS WEALTH. INVESTMENT RELATED, 120 Eagle Rock Ave., Suite 230, East Hanover, NJ 07936. PARTNER, START DATE 07/2001, 5 HRS/MONTH, 5 HRS DURING SECURITIES TRADING HRS, DUTIES: SELL INSURANCE PRODUCTS TO CLIENTS PURSUANT TO THEIR FINANCIAL PLAN 3- ACCESS WEALTH PLANNING LLC, DBA ACCESS WEALTH. INVESTMENT RELATED, 120 Eagle Rock Ave., Suite 230, East Hanover, NJ 07936. INVESTMENT ADVISORY REPRESENTATIVE, START DATE JULY 1, 2001, 160 HRS/MONTH, 136 (85%) HRS DURING SECURITIES TRADING HRS, DUTIES; INVESTMENT ADVISORY REPRESENTATIVE AND A FINANCIAL PLANNER. 4. BRUCE MILOVE, INVESTMENT RELATED. 120 Eagle Rock Ave., Suite 230, East Hanover, NJ 07936. INSURANCE SALES. AGENT START 07/2001. 10 HOURS PER MONTH, 5 DURING TRADING. SELL INSURANCE PRODUCTS AS APPROPRIATE.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-05-30 |
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