Howard Lawrence Bernheim

Current Employers

Wealth Quarterback Llc

1400 Hooper Ave, Toms River, NJ 08753 • United States

Current Registrations

Authority	Category	Status	Date
MT	RA	APPROVED	2026-04-22
CT	RA	APPROVED	2023-12-05
NY	RA	APPROVED	2023-12-05
NJ	RA	APPROVED	2021-06-16
PA	RA	APPROVED	2021-06-09

MT RA
APPROVED

Since 2026-04-22
CT RA
APPROVED

Since 2023-12-05
NY RA
APPROVED

Since 2023-12-05
NJ RA
APPROVED

Since 2021-06-16
PA RA
APPROVED

Since 2021-06-09

Branch Locations

Holland, PA • United States

1400 Hooper Ave, Toms River, NJ 08753 • 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

Organization	City	State	From	To
S&P Global	New York	NY	11/1987	03/2021
Wealth Quarterback Llc	Toms River	NJ	06/2021	Present

11/1987 → 03/2021

S&P Global

New York, NY
06/2021 → Present

Wealth Quarterback Llc

Toms River, NJ

Other Businesses

Jalinski Advisor Group. Agent, Insurance Agent. 200 Hours per Month during securities trading hours. Not securities related. Conducted from branch location.

Designations