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Sean Thomas Cole

Green Ridge Wealth Planning LLC

Montville, NJ

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Current Employers
Green Ridge Wealth Planning Llc

150 River Road Suite E3, Montville, NJ 07045 • United States

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2024-03-25
NJ RA APPROVED 2023-07-25
  • NH RA
    APPROVED
    Since 2024-03-25
  • NJ RA
    APPROVED
    Since 2023-07-25

Branch Locations

150 River Road Suite E3, Montville, NJ 07045 • 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
Green Ridge Wealth Planning Llc Montville NJ 06/2023 Present
Green Ridge Wealth Planning Montville NJ 11/2021 Present
During This Period, I Was Doing Extensive Research Hoboken NJ 05/2021 11/2021
Amerisave Mortgage Corporation New Providence NJ 09/2020 05/2021
College Student Gainesville FL 09/2016 06/2020
  • 06/2023 → Present
    Green Ridge Wealth Planning Llc
    Montville, NJ
  • 11/2021 → Present
    Green Ridge Wealth Planning
    Montville, NJ
  • 05/2021 → 11/2021
    During This Period, I Was Doing Extensive Research
    Hoboken, NJ
  • 09/2020 → 05/2021
    Amerisave Mortgage Corporation
    New Providence, NJ
  • 09/2016 → 06/2020
    College Student
    Gainesville, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-07-17
  • S65 Uniform Investment Adviser Law Examination
    2023-07-17

View on SEC IAPD

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Other Offices

LPL FINANCIAL LLC · MONTVILLE, NJ
NPA ASSET MANAGEMENT, LLC · Montville, NJ
FREEDOM FOUND FINANCIAL · TOWACO, NJ
WACHTEL CAPITAL ADVISORS, LLC · TOWACO, NJ
EDWARD JONES · Towaco, NJ
CETERA INVESTMENT ADVISERS LLC · Montville, NJ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · MONTVILLE, NJ
WORLD INVESTMENT ADVISORS, LLC · MONTVILLE, NJ

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