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97 Lackawanna Avenue Suite 101, Totowa, NJ 07512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2022-06-13 |
Branch Locations
97 Lackawanna Avenue Suite 101, Totowa, NJ 07512 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc | Princeton | NJ | 07/2017 | 05/2019 |
| Charles Schwab Bank | Princeton | NJ | 07/2017 | 05/2019 |
| Network 1 Financial Securities | Red Bank | NJ | 06/2016 | 06/2017 |
| Jack Swikart | Rumson | NJ | 07/2017 | Present |
| Wealthspire Advisors | New York | NY | 05/2019 | 08/2021 |
| Wealthspire Capital, Llc | New York | NY | 01/2020 | 06/2020 |
| Cfs Investment Advisory Services | Totowa | NJ | 09/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-01-26 |
| S63 | Uniform Securities Agent State Law Examination | 2016-09-26 |
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