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79 Midland Ave., Montclair, NJ 07042 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2017-05-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Phillip E Goodman, Inc | Franklin Lakes | NJ | 05/2017 | Present |
| Manufactures Life Ins Co | Springfield | NJ | 11/1987 | 05/2017 |
| Kestra Advisory Services, Llc | Austin | TX | 04/2016 | 05/2017 |
| Private Client Services | Louisville | KY | 05/2017 | Present |
| Kestra Advisory Services, Llc | Austin | TX | 04/2016 | 05/2017 |
| Sfi Advisors, Llc | Montclair | NJ | 05/2001 | Present |
| Sfi Advisors, Llc | Montclair | NJ | 05/2017 | Present |
Retirement Advisors & Designers of America (RADA), 7425 Hollister, Houston, TX 07740. Executive committee member of study group for retirement planners. Investment related; 10 hours per month during trading hrs. SFI Insurance Services, 79 Midland Ave, Montclair, NJ 07042. Advisor & President; Non-investment related insurance sales and corporate benefits sales through various carriers. SFI Advisors LLC, 79 Midland Ave, Montclair, NJ 07042. Financial advisor & member of registered investment advisory firm. 60 hours/month, all during trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1988-06-06 |
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