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111 Grove Street Suite 203, Montclair, NJ 07042 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-02-11 |
| NJ | RA | APPROVED | 2020-10-01 |
Branch Locations
111 Grove Street Suite 203, Montclair, NJ 07042 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mml Investors Services | Edison | NJ | 09/2018 | 01/2019 |
| Nylife Securities Llc | Edison | NJ | 11/2016 | 03/2017 |
| Fun Services | Fairfield | NJ | 09/2011 | 09/2016 |
| Massmutual Nj-Nyc | Edison | NJ | 03/2017 | 01/2019 |
| Perdue | Vineland | NJ | 06/2015 | 09/2016 |
| Calton & Associates, Inc. | Montclair | NJ | 07/2019 | 12/2022 |
| Rmr Wealth Builders | Montclair | NJ | 01/2019 | 12/2021 |
| Rmr Wealth Builders, Inc. | Montclair | NJ | 01/2022 | 12/2024 |
| Rmr Wealth Builders, Inc. | Montclair | NJ | 01/2025 | Present |
1) Name of Business: MassMutual. Non-Investment related. Address: 1295 State Street, Springfield, MA 01111. Nature of Business: Insurance Renewals. Position/Title/Relationship: Agent. Start Date: 01/01/2018. Hours per month: 0. Hours per month during Securities trading hours: 0. Duties/Responsibilities: Insurance renewals. No active duties and responsibilities. Not actively soliciting new business just receiving renewals.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-09-28 |
| S63 | Uniform Securities Agent State Law Examination | 2019-11-04 |
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