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340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-10-02 |
Branch Locations
2410 State Highway 34, Manasquan, NJ 08736 • United States
340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| George Mckelvey Co., Inc. | Manasquan | NJ | 06/1990 | 10/2024 |
| Allworth Financial | Manasquan | NJ | 10/2024 | Present |
Drummer in Pat Roddy Band, Belmar NJ, since 2000 - not investment related - 10 hours per month outside of normal business hours Trustee for some family-related trusts ensuring all administrative and accounting duties are completed, which is investment related in which about 90 minutes a week is spent and compensation is received, approximately $8,000 annually, on an unsolicited basis
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-11-24 |
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