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302 Us-202, Bedminster, NJ 07921 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-09-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Smt. Sulochanadevi Singhania School | Thane | 07/2015 | 06/2018 | |
| Vellore Institute Of Technology | Vellore | 07/2018 | 07/2022 | |
| Morgan Stanley | New York | NY | 06/2023 | 08/2023 |
| Stevens Institute Of Technology | Hoboken | NJ | 08/2023 | 12/2023 |
| Stevens Institute Of Technology | Hoboken | NJ | 09/2022 | 05/2024 |
| Morgan Stanley | Mount Laurel | NJ | 07/2024 | 09/2024 |
| Wealth Planning Advisory Group | Bedminster | NJ | 10/2024 | Present |
| Wealth Planning Asset Management Limited Liability Company | Bedminster | NJ | 10/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-08 |
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