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17100 E Shea Blvd Suite 400A, Fountain Hills, AZ 85268 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2016-08-30 |
Branch Locations
17100 E Shea Blvd Suite 400A, Fountain Hills, AZ 85268 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Planning Corporation | Ramsey | NJ | 01/2009 | 03/2017 |
| (Dba) Key Group Management Inc | Ramsey | NJ | 01/2009 | Present |
| Royal Alliance Associates | Ramsey | NJ | 03/2017 | 08/2022 |
| Concourse Financial Group Securities Inc | Ramsey | NJ | 08/2022 | 02/2025 |
| Cetera Wealth Services, Llc | Ramsey | NJ | 02/2025 | Present |
(dba) KEY GROUP MANAGEMENT INC; Investment Related; Ramsey, NJ; Financial Services; Investment Adviser Representative; Start Date 01/2009; 160 hours per month; Advice and manage client cash and retirement, bond, and common stock portfolios.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-07-11 |
| S63 | Uniform Securities Agent State Law Examination | 1986-07-09 |
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