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999 Riverview Drive Suite 201, Totowa, NJ 07512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-07-16 |
Branch Locations
999 Riverview Drive Suite 201, Totowa, NJ 07512 • United States
333 Earle Ovington Blvd Suite 510, Uniondale, NY 11553 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Standard Pension Services, Llc | Garden City | NY | 01/1993 | Present |
| Aurora Private Wealth, Inc. | Rockaway | NJ | 04/2017 | Present |
| Apw Capital, Inc | Rockaway | NJ | 04/2017 | Present |
1-Brown & Brown; Uniondale, NY; Service description: Retirement plan & benefits consulting, TPA's for qualified plans; Start date: 03/2008; Title: Sr. Associate; Duties: Retirement plan consulting, insurance sales and consulting. Liaison for retirement plan clients, provide administrative direction to clients/participants, build and maintain client relationships.; Time spent: 20%. 2-Eric Monroe; Uniondale, NY; Service description: As an independent insurance broker; Start date: 1993; Title: Broker; Duties: Sell fixed insurance products-life, health & disability; Time spent: 30%. 3-P.I.E. Facilities of New York; New York, NY; Service description: Insurance sales/products; Start date: 1099 N/A; Title: Broker; Duties: Sales/Broker; Time spent: 5%. 4-Professional Group Plans; Hauppage, NY; Service description: Insurance sales/products; Start date: 03/2008; Title: Broker/Sales; Duties: Sales/Broker; Time spent: 5%. 5 - Aurora Private Wealth, Inc; RIA; Uniondale, NY; Service description and Duties: conduct investment advisory services - affiliated firm is APW Capital, Inc.; Title: Investment Advisor; Time spent: 40 hours/week. 6- E Monroe Consulting, Inc, Investment related:No, 30 COMBES DR, MANHASSET, NY, 11030, non-security based insurance related business only. health, life, di, ltc, annuity. doing that biz in my name only now, just placing under corp for tax purposes, Pres, 04/08/2022, 24hrs a day, business development 7- Wellness plans, Investment related:No, 30 COMBES DR, MANHASSET, NY, 11030, Selling a wellness benefit to businesses. Not insurance or securities related. Employee benefit only., Referral provider, 02/24/2025, 1hr week, sell wellness program to businesses
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-07-06 |
| S63 | Uniform Securities Agent State Law Examination | 1988-05-27 |
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