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John William Sokolowski

Rmr Wealth Builders, Inc.

Montclair, NJ

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Current Employers
Rmr Wealth Builders, Inc.

111 Grove Street Suite 203, Montclair, NJ 07042 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-11-05
NJ RA APPROVED 2023-06-21
  • TX RA
    APPROVED_RES
    Since 2024-11-05
  • NJ RA
    APPROVED
    Since 2023-06-21

Branch Locations

111 Grove Street Suite 203, Montclair, NJ 07042 • 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
OrganizationCityStateFromTo
The Roosevelt Investment Group, Inc. New York NY 01/2014 12/2020
Unified Financial Securities, Inc. Indianapolis IN 05/2014 11/2017
The Roosevelt Investment Group, Llc New York City NY 12/2020 06/2023
Ci Roosevelt Private Wealth Lincroft NJ 02/2023 06/2023
Cipw Service Company, Llc Lincroft NJ 01/2023 06/2023
Rmr Wealth Builders, Inc. Montclair NJ 06/2023 Present
  • 01/2014 → 12/2020
    The Roosevelt Investment Group, Inc.
    New York, NY
  • 05/2014 → 11/2017
    Unified Financial Securities, Inc.
    Indianapolis, IN
  • 12/2020 → 06/2023
    The Roosevelt Investment Group, Llc
    New York City, NY
  • 02/2023 → 06/2023
    Ci Roosevelt Private Wealth
    Lincroft, NJ
  • 01/2023 → 06/2023
    Cipw Service Company, Llc
    Lincroft, NJ
  • 06/2023 → Present
    Rmr Wealth Builders, Inc.
    Montclair, NJ
Previous Registrations
  • 2015-07-07 → 2023-06-23
    Roosevelt Investments
    Miami, FL
  • 2023-02-24 → 2023-06-23
    Corient
    New York, NY
    Lincroft, NJ
  • 2007-06-15 → 2014-01-13
    Alliancebernstein L.P.
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-06-14
  • S66 Uniform Combined State Law Examination
    2007-06-14
Other Names
  • Sean Sokolowski

View on SEC IAPD

Other Firms

ENCOMPASS MORE ASSET MANAGEMENT LLC
KESTRA PRIVATE WEALTH SERVICES, LLC
J.P. MORGAN SECURITIES LLC
BOURNE LENT ASSET MANAGAMENT, INC.
ADVISORY SERVICES NETWORK
SFI ADVISORS, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CHERRYDALE WEALTH MANAGEMENT, LLC

Other Investors

Keith S Stecker
MATTHEW BRIAN LEVENS
CHRISTOPHER JOSEPH MCCOY
ANTHONY RICHARD GALLARDO
SUN HYUNG KIM
RYAN GOUDIE
STUART MICHAEL SIMCHOWITZ
JOSHUA MONDSCHEIN

Other Offices

ENCOMPASS MORE ASSET MANAGEMENT LLC · Montclair, NJ
KESTRA PRIVATE WEALTH SERVICES, LLC · Montclair, NJ
J.P. MORGAN SECURITIES LLC · MONTCLAIR, NJ
BOURNE LENT ASSET MANAGAMENT, INC. · Montclaire, NJ
ADVISORY SERVICES NETWORK · Montclair, NJ
SFI ADVISORS, LLC · MONTCLAIR, NJ
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Montclair, NJ
CHERRYDALE WEALTH MANAGEMENT, LLC · MONTCLAIR, NJ

More in Montclair, NJ

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