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Hackettstown, NJ • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-05-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pleasantdale Wealth Management, Llc | Hackettstown | NJ | 05/2024 | Present |
| Pleasantdale Wealth Management, Llc | Hackettstown | NJ | 07/2019 | Present |
| American Portfolios | Holbrook | NY | 05/2016 | 07/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-04 |
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