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135 Chestnut Ridge Road Suite 1160, Montvale, NJ 07645 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-10-28 |
Branch Locations
135 Chestnut Ridge Road Suite 1160, Montvale, NJ 07645 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Signature Wealth Management Partners, Llc | Montvale | NJ | 01/2025 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 04/2025 | Present |
| Self Employed | Elmwood Park | NJ | 09/2016 | 12/2024 |
1.) Signature Wealth Management Partners, LLC. Investment Related. RIA. IAR. 2/2025. 160. 135. Client Service Support and Financial Planning 2.) Pursche Kaplan Sterling Investments. Investment Related. Broker Dealer. RR. 4/2025. 160. 135. Non-producing registered representative.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 2002-03-18 |
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