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400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2022-03-04 |
| TX | RA | APPROVED | 2022-03-03 |
Branch Locations
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
500 N. Franklin Turnpike 3Rd Floor, Suite 322, Ramsey, NJ 07446 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Allendale | NJ | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Allendale | NJ | 11/2016 | 03/2022 |
| Raymond James Financial Services | Ramsey | NJ | 03/2022 | 05/2022 |
| Steward Partners Investment Advisory, Llc | Ramsey | NJ | 03/2022 | Present |
| Ramapo Wealth Advisors | Ramsey | NJ | 03/2022 | Present |
| Steward Partners Investment Solutions, Llc | Ramsey | NJ | 05/2022 | Present |
(1) Name of Business: Ramapo Wealth Advisors Address: 500 N Franklin Tpke Ste 322, Ramsey, NJ, 07446-1177, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 03/03/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Provide Investment Advisory and Financial Planning services. (2) Name of Business: Steward Partners Investment Advisory LLC Address: 500 N Franklin Tpke Ste 322, Ramsey, NJ, 07446-1177, United States Activity Type: Independent RIA Position/Title: Advisor, Agent, Director, Independent Contractor, Officer - President Investment Related: Yes Start Date: 03/03/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Investment Advisor Representative providing investment advisory services. (3) PROMISE PROPERTIES LLC; REAL ESTATE; PARAMUS, NJ; CO-OWNER; PROPERTY MANAGER; 2017-06; 2 HRS/MO; 0 HRS DURING TRADING; NOT INVESTMENT RELATED. (4) Name of Business: Unishippers Franchise; City/State: Mahwah, NJ; Activity Type: Business Ownership; Position/Title: LLC Member; Investment related: No; Description of Duties: Investor in Franchise to be run by son Ari Sahagian. Assist with Financial matters and provide general guidance; 10 HRS/MO devoted to this activity; 5 HRS/MO devoted during trading hours; Start date: 01/27/2025.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-15 |
| S63 | Uniform Securities Agent State Law Examination | 1999-06-04 |
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