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25 Mountainview Blvd., Suite 202A, Basking Ridge, NJ 07920 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-04-10 |
| TX | RA | APPROVED | 2024-04-09 |
Branch Locations
25 Mountainview Blvd., Suite 202A, Basking Ridge, NJ 07920 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Prestige Wealth Management Group, Llc | Flemington | NJ | 02/2013 | 03/2024 |
| Triad Advisors, Inc. | Norcross | GA | 02/2013 | 03/2024 |
| Mutual Securities, Inc. | Camarillo | CA | 03/2024 | Present |
| Bpp Wealth Solutions | Basking Ridge | NJ | 03/2024 | Present |
| The Pillar Strategies | Flemington | NJ | 03/2015 | 04/2024 |
1) BPP Wealth Solutions, Start Date: 03/2024, 25 Mountainview Blvd., Ste. 202A, Basking Ridge, NJ 08822, LLC, RIA, Managing Director / Security Income Planner, Investment Related, 160 Hours per month, 8 Hours per day during trading hours. Provide Financial Planning 2) ) 3/2024 Mutual Securities Inc ; Licensed Administrative Assistant/Registered Rep; Broker Dealer; 10 Hours/Month; .50 Hours/During trading hours; assist Registered Rep in servicing insurance related business. 3) 05/2014 Independent Licensed insurance Agent; Investment Related; Flemington/NJ; Life Insurance
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2013-09-21 |
| S65 | Uniform Investment Adviser Law Examination | 2006-03-03 |
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