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Advisor at PERSONAL FINANCIAL SPECIALISTS
CEDAR KNOLLS, NJ
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| PERSONAL FINANCIAL SPECIALISTS | State registered | Jan 12, 2026 | n/a | yes | CEDAR KNOLLS, NJ | Current employment |
| PERSONAL FINANCIAL SPECIALISTS | State registered | Apr 20, 2005 | Dec 31, 2025 | no | PARSIPPANY, NJ | Previous registration |
| CADARET GRANT & CO INC | Former SEC adviser | Jan 5, 1998 | May 6, 2025 | no | Cedar Knolls, NJ|SYRACUSE, NY|Syracuse, NY|Syracuse, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CADARET GRANT & CO INC | PERSONAL FINANCIAL SPECIALISTS | May 6, 2025 | Apr 20, 2005 | -7,321 | Firm change after gap | Ibd to state RIA |