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425 N Martingale Rd Suite 1220, Schaumburg, IL 60173 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-01-02 |
Branch Locations
530 Washington Blvd Suite 4, Sea Girt, NJ 08750 • United States
425 N Martingale Rd Suite 1220, Schaumburg, IL 60173 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| World Equity Group | Toms River | NJ | 12/2017 | Present |
| Shannon Smyth Cpa Llc | Toms River | NJ | 01/2017 | Present |
| Vitale, Smyth & Associates Llc | Spring Lake | NJ | 08/2014 | 12/2016 |
Sherman CPA PC, Not investment related, Started 10/18, Approx 55 hrs/mo, all during trading hours, 990 Cedar Bridge Ave., Ste. B7-311, Brick, NJ 08723, Nature: CPA Firm, Position: Tax Manager, Duties: Manage an accounting and tax firm.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-11-21 |
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