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47 Reckless Place, Red Bank, NJ 07701 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-11-13 |
| TX | RA | APPROVED | 2022-11-01 |
| MD | RA | APPROVED | 2020-06-19 |
Branch Locations
1800 Tysons Blvd Suite 800, Tysons, VA 22102 • United States
47 Reckless Place, Red Bank, NJ 07701 • United States
286 Madison Avenue 20Th Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-04-04 |
| TX | RA | APPROVED | 2024-04-04 |
Branch Locations
286 Madison Avenue 20Th Floor, New York, NY 10017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Monument Wealth Management | Alexandria | VA | 10/2015 | 02/2017 |
| Savant Capital Management | Rockford | IL | 03/2017 | 03/2020 |
| Withum Wealth Management | Red Bank | NJ | 05/2020 | Present |
| Pinnacle Associates, Ltd. | New York | NY | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-11-11 |
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