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2 Bridge Avenue, Suite 633B, Red Bank, NJ 07701 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-08-12 |
Branch Locations
600 Lake Ave Suite D, Ramsey, NJ 07446 • United States
2 Bridge Avenue, Suite 633B, Red Bank, NJ 07701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bendit Weinstock | West Orange | NJ | 04/2016 | 05/2017 |
| Seigel Law | Ridgewood | NJ | 05/2017 | 09/2017 |
| Nsa Legal | Montclair | NJ | 09/2017 | 10/2018 |
| Snyder Sarno | Roseland | NJ | 10/2018 | 09/2020 |
| Slalom | New York | NY | 09/2020 | 08/2022 |
| Softserve | New York | NY | 08/2022 | 09/2023 |
| Crowne Point Tax & Wealth Counsel | Wyckoff | NJ | 09/2023 | Present |
| Shorehaven Wealth Partners, Llc | Red Bank | NJ | 02/2024 | 06/2026 |
| Epic Wealth Management Llc | Wyckoff | NJ | 07/2026 | Present |
1. 9/2023 Crowne Point Tax & Wealth Counsel; Owner/Managing Member/Attorney ; Non - Investment related; 235 Van Houten Ave, Wyckoff, NJ 07481; Law Practice; 10 Hours/Month; Hours varies by need and scheduling during trading hours; Estate Planning documents, business documents, strategic tax advice based on the IRC and various rulings 2. 11/20223 Independent Licensed insurance Agent; Investment Related; New Jersey; Life and Health
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-11-30 |
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