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98 Floral Avenue Suite 103, New Providence, NJ 07974 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-10-06 |
| NJ | RA | APPROVED | 2025-10-06 |
| TX | RA | APPROVED | 2014-06-10 |
Branch Locations
98 Floral Avenue Suite 103, New Providence, NJ 07974 • United States
Naples, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tilson Financial Group, Inc. | New Providence | NJ | 03/1991 | Present |
| American Portfolios Financial Services Inc | Holbrook | NY | 06/2012 | Present |
1. Tilson Financial Group, Inc. - Principal of RIA; manage client assets; prepare financial plans; 180 hours per month, 130 hours during market hours. 2. Independent insurance broker for various independent insurance companies. 3. Joan Capps Foundation - Vice president/board member; evaluate charities; decide on bequests; counsel regarding tax issues; investment related; 4 hours per month, zero hours during market hours; began 12/1/2005.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-11-10 |
| S63 | Uniform Securities Agent State Law Examination | 1988-01-18 |
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