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Montclair, NJ • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-07-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wellmont Advisory Llc | Montclair | NJ | 01/2026 | Present |
| N/A | Montclair | NJ | 08/2025 | 01/2026 |
| Glassner Carlton Financial | Morristown | NJ | 10/2024 | 07/2025 |
| Dataannotation | Montclair | NJ | 01/2024 | 09/2024 |
| Boll & Branch | Summit | NJ | 09/2021 | 12/2023 |
| N/A | Woodbridge | NJ | 04/2021 | 08/2021 |
| Forever Collectibles | Somerset | NJ | 06/2020 | 03/2021 |
| Temple University | Philadelphia | PA | 03/2020 | 05/2020 |
| Ruby Tuesday | Somerset | NJ | 04/2018 | 03/2020 |
| Raritan Valley Community College | Branchburg | NJ | 01/2016 | 03/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-30 |
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