Best Investors Account Sign in
Inactive

Mark Weisholtz

Access Wealth

East Hanover, NJ

Claim This Profile
Current Employers
Access Wealth

120 Eagle Rock Avenue Suite 230, East Hanover, NJ 07936 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2006-12-18
  • NJ RA
    APPROVED
    Since 2006-12-18

Branch Locations

120 Eagle Rock Avenue Suite 230, East Hanover, NJ 07936 • 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
Access Wealth Planning Llc Roseland NJ 12/2006 Present
Mark Weisholtz Cpa Springfield NJ 12/1982 Present
  • 12/2006 → Present
    Access Wealth Planning Llc
    Roseland, NJ
  • 12/1982 → Present
    Mark Weisholtz Cpa
    Springfield, NJ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-11-13
  • S65 Uniform Investment Adviser Law Examination
    2006-11-13

View on SEC IAPD

Other Firms

GMS GROUP
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
ALLSTATE FINANCIAL ADVISORS, LLC
KENSINGTON FINANCIAL ADVISORS LLC
DIVERSIFIED PLANNING STRATEGIES ADVISORS LLC
EMPOWERED RETIREMENT, INC.
LEGACY EDGE ADVISORS
MML INVESTORS SERVICES, LLC

Other Investors

ROBERT SOL EPSTEIN
HOWARD SCOTT MILOVE
HOWARD MARK HOOK
DARREN LAWRENCE ZAGAROLA
ELEANORE KULAKOWSKI SZYMANSKI
MICHAEL PETER CHOMIAK
CARL J. CAPPADONA
LEVAN CHUBINISHVILI

Other Offices

GMS GROUP · EAST HANOVER, NJ
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · EAST HANOVER, NJ
ALLSTATE FINANCIAL ADVISORS, LLC · Roseland, NJ
KENSINGTON FINANCIAL ADVISORS LLC · ROSELAND, NJ
DIVERSIFIED PLANNING STRATEGIES ADVISORS LLC · ROSELAND, NJ
EMPOWERED RETIREMENT, INC. · ROSELAND, NJ
LEGACY EDGE ADVISORS · Roseland, NJ
MML INVESTORS SERVICES, LLC · Roseland, NJ

More in East Hanover, NJ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor