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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-09-05 |
| TX | RA | APPROVED_RES | 2025-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 1St Global Capital Corp. | Cherry Hill | NJ | 06/1999 | 10/2019 |
| 1St Global Advisors, Inc. | Cherry Hill | NJ | 01/2000 | 10/2019 |
| Alloy Silverstein Shapiro Adams Mulford Cicalese Wilson &Co | Cherry Hill | NJ | 02/1980 | Present |
| Avantax Insurance Services, Inc | Cherry Hill | NJ | 01/2000 | 09/2025 |
| Avantax Investment Services, Inc. | Cherry Hill | NJ | 10/2019 | 09/2025 |
| Avantax Advisory Services | Cherry Hill | NJ | 10/2019 | 09/2025 |
| Renna Management, Llc | Cherry Hill | NJ | 12/2020 | 01/2021 |
| Cetera Wealth Services, Llc | Cherry Hill | NJ | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
| Alloy Edge Llc | Cherry Hill | NJ | 07/2025 | Present |
1) ALLOY SILVERSTEIN LLC POS: MANAGING MEMBER NATURE: CONSULTING SERVICES INV RELATED: Yes NUMBER OF HRS: 0 SEC TRDNG HRS: 0 START DATE: 04/01/2012 ADDR: Cherry Hill NJ 08034, DESC: MANAGING MEMBER OF THE FIRM IF I DECIDE TO TRANSITION FROM A PC TO THE LLC. 2) THE ALLOY SILVERSTEIN GROUP LLC POS: MANAGING MEMBER NATURE: CONSULTING SERVICES INV RELATED: Yes NUMBER OF HRS: 0 SEC TRADING HRS: 0 START DATE: 04/01/2012 ADDR: Cherry Hill NJ 08034, DESC: MANAGING MEMBER IF AND WHEN WECARRYOUT THE TRANSACTION 3) ALLOY SILVERSTEIN FINANCIAL SERVICES, INC POS: SHAREHOLDER NATURE: FINANCIAL SERVICES INV RELATED: Yes NUMBER OF HRS: 0 SEC TRADING HRS: 0 START DATE: 07/01/1999 Addr: Cherry Hill NJ 08034, DESC: Shareholder 4) CBOYZ ASSOC, LLC POS: Manager NATURE: Real Estate INV RELATED: Yes NUMBER OF HRS: 0 SEC TRADING HRS: 0 START DATE: 1/13/2006 DESC: Manager, Real Estate 5) ALLOY SILVERSTEIN BUY SELL LLC POS: Manager NATURE: Insurance policy ownership INV RELATED: Yes NUMBER OF HRS: 0 SEC TRADING HRS: 0 START DATE: 04/01/2006 DESC: Entity holds life insurance policies for other biz ventures. 6) ASFS ABACUS BUY SELL LLC POS: Manager NATURE: INV RELATED: Yes NUMBER OF HRS: 0 SEC TRADING HRS: 0 START DATE: 04/01/2006 DESC: Entity holds life insurance policies for other biz ventures. 7) UNUM LIFE INSURANCE COMPANY OF AMERICA POS: Insurance Sales NATURE: Insurance Sales/Service INV RELATED: No NUMBER OF HRS: 0 SEC TRADING HRS: 0 START DATE: Addr: 02/22/2005 DESC: Long Term Care Insurance Sales/Service 8) 900 KINGS HIGHWAY NORTH ASSOC, LLC POS: MANAGING MEMBER NATURE: Real Estate INV RELATED: Yes NUMBER OF HRS: 0 SEC TRADING HRS: 0 START DATE: 05/31/2011 DESC: Managing member; 70% owner 9) ABACUS PAYROLL, INC. POS: R/E INV OF OWNER-OCCUPIED BLDG NATURE: Financial Services Entity INV RELATED: Yes NUMBER OF HRS: 0 SEC TRADING HRS: 0 START DATE: 01/01/2006 DESC: www.abacuspay.com 10) ESTATE OF HARRIET SPONYOE - AUNT POS: Executor NATURE: Finalize Estate INV RELATED: No NUMBER OF HRS: 1 SEC TRADING HRS: 0 START DATE: 01/01/2024 ADDR: 900 North Kings Highway, Suite 101, Cherry Hill NJ 08034, United States DESC: Finalize and administer estate 11) RENNA ASSOCIATES, LLC POS: Managing Member NATURE: Just a LLC which will hold title of my second residence because of the conditions of sale. INV RELATED: No NUMBER OF HRS: 1 SEC TRADING HRS: 0 START DATE: 12/15/2020 ADDR: 900 North Kings Highway, Suite 101, Cherry Hill NJ 08034, DESC: Buying second residence and as a condition of sale we are to honor preexisting rentals. We will be forming two entities the first to hold title of the property and a second to manage the property and possible to handle the rentals with a third party management company. This the entity which will hold title. 13) ALLOY SILVERSTEIN SHAPIRO ADAMS MULFORD CICALESE WILSON &CO CPAS; SHAREHOLDER; NIR; 1/01/2001; 14) Exude Benefits, LLC ( Formerly Benefit Strategies ); Co-Broker Health Insurance and Group Productis; Co broker for group health and other group insurance products.; NIR; 1; 08/16/2021; 900 North Kings Highway Cherry Hill NJ 08034; Co broker for group health and other group insurance products. 15) ALLOY EDGE LLC; Managing Member; separate entity outside of Alloy Silverstein CPA's. Branding & Strategy: Identity development, campaign planning Digital Marketing; NIR; HRS: 1; HRS 4; 07/21/2025; 900 North Kings Highway, Suite 101, Cherry Hill NJ 08034; 1. Strategic Vision and Growth Leadership 2. Employee Oversight and Performance Management 3. Culture, Talent, and Team Development 4. Client and Stakeholder Relations 5. Cross-Company Integration and Synergy
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-12-17 |
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