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Jeffrey Richard Waters

Ofc Wealth Management

Short Hills, NJ

Short Hills, NJ

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Current Employers
Ofc Wealth Management

Short Hills, NJ • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2005-02-16
  • NJ RA
    APPROVED
    Since 2005-02-16

Branch Locations

Short Hills, NJ • United States

1200 Morris Tpke Suite 3005, Short Hills, NJ 07078 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ofc Financial Planning, Llc Short Hills NJ 01/2005 Present
  • 01/2005 → Present
    Ofc Financial Planning, Llc
    Short Hills, NJ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-01-04
S63 Uniform Securities Agent State Law Examination 1986-11-26
  • S65 Uniform Investment Adviser Law Examination
    2005-01-04
  • S63 Uniform Securities Agent State Law Examination
    1986-11-26
Designations

View on SEC IAPD

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