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25 Mountainview Blvd., Suite 202A, Basking Ridge, NJ 07920 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-09-12 |
Branch Locations
25 Mountainview Blvd., Suite 202A, Basking Ridge, NJ 07920 • United States
Denville, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch | Short Hills | NJ | 06/2012 | 04/2023 |
| Bank Of America, N.A. | Short Hills | NJ | 02/2017 | 04/2023 |
| Premier Path Wealth Partners | Madison | NJ | 04/2023 | 12/2024 |
| Mutual Securities, Inc. | Camarillo | CA | 04/2025 | Present |
| Bpp Wealth Solutions, Llc | Basking Ridge | NJ | 04/2025 | Present |
| Unemployed | Denville | NJ | 01/2025 | 04/2025 |
1. BPP Wealth Solutions, LLC., Start Date: 04/14/2025, 25 Mountainview Blvd., Ste. 202A, Basking Ridge, NJ 07920, LLC, RIA, Director of Operations, Operations and Client Service Administration and Oversight, Investment Related, 160 Hours per month, 8 Hours per day during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-05-30 |
| S63 | Uniform Securities Agent State Law Examination | 2004-05-19 |
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