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32-16 Broadway 2Nd Floor, Fair Lawn, NJ 07410 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2018-01-09 |
Branch Locations
32-16 Broadway 2Nd Floor, Fair Lawn, NJ 07410 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nationwide Planning Associates, Inc. | Fair Lawn | NJ | 11/2010 | Present |
| Npa Asset Management | Fair Lawn | NJ | 11/2010 | Present |
1) NON SECURITIES RELATED - 401 K RETIREMENT PARTNERS, LLC. 32-16 BROADWAY, 2ND FLOOR, FAIR LAWN, NJ 07410. ANALYZING 401K PLANS, HELPING TRUSTEES UNDERSTAND RESPONSABILITIES, FEES ASSOCIATED WITH PLANS AND PROVIDING SOLUTIONS FOR IMPROVMENTS. STARTED 7/1/08, PRESIDENT CO-FOUNDER 0 COMPENSATION 10 HOURS PER MONTH 1 HOUR DURING MARKET HOURS 2)DUALLY REGISTERED WITH NPA ASSET MANAGEMENT (RIA) AND NATIONWIDE PLANNING ASSOCIATES INC. (AFFILIATED B/D), 32-16 BROADWAY, 2ND FLOOR, FAIR LAWN, NJ 07410. INVESTMENT RELATED, START DATE: 11/29/2010 3)INDEPENDENT INSURANCE AGENT THROUGH VARIOUS AGENCIES 4)NON SECURITIES RELATED - SOCCER GOALIE COACH, BREWSTER NY HIGH SCHOOL, 1-3 SESSIONS PER WEEK, COMPENSATION $85 PER SESSION. START DATE: JUNE 8, 2015 5)INVESTMENT RELATED - PRESIDENT OF 401(K) RETIREMENT PARTNERS, LLC, PROVIDING 401K CONSULTING SERVICES TO COMPANIES ASSOCIATED WITH COLEMAN RESEARCH GROUP, 1-2 HOURS PER YEAR, COMPENSATION, $290 PER HOUR. START DATE 07/01/2015.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-03-12 |
| S65 | Uniform Investment Adviser Law Examination | 1992-10-26 |
| S63 | Uniform Securities Agent State Law Examination | 1987-05-04 |
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