Best Investors Account Sign in
Claim This Profile
Current Employers
Pleasantdale Wealth Management, Llc

Hackettstown, NJ • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2024-05-14
  • NJ RA
    APPROVED
    Since 2024-05-14

Branch Locations

Hackettstown, NJ • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-04-04
  • S65 Uniform Investment Adviser Law Examination
    2024-04-04

View on SEC IAPD

More in Hackettstown, NJ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor