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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-08-20 |
| TX | RA | APPROVED | 2026-08-20 |
Branch Locations
410 Highway 34 Suite 214, Colts Neck, NJ 07722 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Colts Neck | NJ | 08/2012 | 06/2023 |
| Stifel Independent Advisors, Llc | Colt Neck | NJ | 06/2023 | 08/2026 |
| Equitable Advisors, Llc | Colts Neck | NJ | 08/2026 | Present |
1. Client First Financial, LLC; 410 Hwy 34, Suite 214, Colts Neck, NJ 07722; Brokerage/Financial Services offered through Stifel Independent Advisors; Managing Director; 10/03/2003; 1 Hour per Week; Not during securities trading hours; Investment-Related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-09-12 |
| S63 | Uniform Securities Agent State Law Examination | 1987-06-05 |
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