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Current Employers
Signature Wealth Management Partners, Llc

135 Chestnut Ridge Road Suite 1160, Montvale, NJ 07645 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-10-28
  • NJ RA
    APPROVED
    Since 2025-10-28

Branch Locations

135 Chestnut Ridge Road Suite 1160, Montvale, NJ 07645 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien Yes
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
Previous Registrations
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-06-30
S63 Uniform Securities Agent State Law Examination 2002-03-18
  • S66 Uniform Combined State Law Examination
    2025-06-30
  • S63 Uniform Securities Agent State Law Examination
    2002-03-18

View on SEC IAPD

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