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240 Main Street Suite 200, Gladstone, NJ 07934 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-06-04 |
Branch Locations
240 Main Street Suite 200, Gladstone, NJ 07934 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Beacon Investment Advisory Services | Morristown | NJ | 12/2015 | 01/2024 |
| Private Client Group Asset Management | Gladstone | NJ | 01/2025 | Present |
| Unemployed | Paramus | NJ | 01/2024 | 12/2024 |
| Sound Futures Llc | Brooklyn | NY | 01/2026 | Present |
Private Client Group Asset Management is registered investment advisor (investment-related) 240 Main Street Suite 200 Gladstone, Nj 07934 I serve as the Chief Compliance Officer as of 1/25/2025 I devote about 64 hours/moth to the business (2 days per week) I handle all of the compliance issues for the very small RIA
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-11-07 |
| S63 | Uniform Securities Agent State Law Examination | 1985-11-04 |
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