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111 West 33Rd Street Unit 1410, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APP_PEND_IARCE | 2026-08-11 |
| TX | RA | APPROVED | 2026-08-10 |
Branch Locations
111 West 33Rd Street Unit 1410, New York, NY 10001 • United States
Middletown, NJ • United States
125 Half Mile Road Suite 200, Red Bank, NJ 07701 • United States
125 Half Mile Road Suite 200, Red Bank, NJ 07701 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED_RES | 2023-04-04 |
Branch Locations
125 Half Mile Road Suite 200, Red Bank, NJ 07701 • United States
Middletown, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valuealigned Partners, Llc | Red Bank | NJ | 06/2002 | 06/2026 |
| Berk Capital, Lp | Red Bank | NJ | 06/1995 | Present |
| Savvy | Middletown | NJ | 06/2026 | Present |
ValueAligned Partners, LLC; investment related; Middletown, NJ; serves as DBA entity for work at Savvy Advisors, Owner, 06/01/2002, 40 hours/week (during trading, same hours as role at Savvy - this is the DBA for this role Berk Capital, LP; investment related; Middletown, NJ; family partnership; part owner; 06/01/1996; 1 hr month, 0 during trading; family partnership that owns 2/3rds of ValueAligned Partners, LLC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-09-15 |
| S63 | Uniform Securities Agent State Law Examination | 1994-12-09 |
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