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Inactive

Eleana Touris Mclane

Redwood Financial Planning, LLC

Scotch Plains, NJ

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Current Employers
Redwood Financial Planning, Llc

1812 Front Street, Scotch Plains, NJ 07076 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2024-02-06
  • NJ RA
    APPROVED
    Since 2024-02-06

Branch Locations

1812 Front Street, Scotch Plains, NJ 07076 • 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
Nationwide Investment Services Corporation Columbus OH 06/2009 09/2020
Pensionmark Securities, Llc Santa Barbara CA 09/2020 02/2023
Pensionmark Financial Group, Llc Santa Barbara CA 09/2020 02/2023
Unemployed Mountainside NJ 02/2023 01/2024
Redwood Financial Planning, Llc Scotch Plains NJ 01/2024 Present
  • 06/2009 → 09/2020
    Nationwide Investment Services Corporation
    Columbus, OH
  • 09/2020 → 02/2023
    Pensionmark Securities, Llc
    Santa Barbara, CA
  • 09/2020 → 02/2023
    Pensionmark Financial Group, Llc
    Santa Barbara, CA
  • 02/2023 → 01/2024
    Unemployed
    Mountainside, NJ
  • 01/2024 → Present
    Redwood Financial Planning, Llc
    Scotch Plains, NJ
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-08-13
S65 Uniform Investment Adviser Law Examination 1994-01-12
S63 Uniform Securities Agent State Law Examination 1986-12-15
  • S66 Uniform Combined State Law Examination
    2003-08-13
  • S65 Uniform Investment Adviser Law Examination
    1994-01-12
  • S63 Uniform Securities Agent State Law Examination
    1986-12-15
Other Names
  • Elleana Andrea Touris
  • Eleana A Touris
  • Eleana Andrea Touris

View on SEC IAPD

Other Firms

FINANCIAL PLANNING GROUP INC. (THE)
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
EDWARD JONES
REDFIELD, BLONSKY & STARINSKY, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
WESTFIELD WEALTH MANAGEMENT, LLC

Other Investors

MICHAEL ALLEN MCLANE
JARED SCOTT FRIEDMAN
ROBERT ANDREW BONAVITO
Christopher Caro
Jeniece McClary
Thomas Joseph Sjonell
EDWARD JOSEPH SULLIVAN
CRAIG EDWIN SJONELL

Other Offices

FINANCIAL PLANNING GROUP INC. (THE) · SCOTCH PLAINS, NJ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SCOTCH PLAINS, NJ
LPL FINANCIAL LLC · SCOTCH PLAINS, NJ
J.P. MORGAN SECURITIES LLC · Scotch Plains, NJ
EDWARD JONES · FANWOOD, NJ
EDWARD JONES · SCOTCH PLAINS, NJ
REDFIELD, BLONSKY & STARINSKY, LLC · WESTFIELD, NJ
REDFIELD, BLONSKY & STARINSKY, LLC · Westfield, NJ

More in Scotch Plains, NJ

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