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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 | 2024-07-16 |
Branch Locations
766 Shrewsbury Ave E, Ste. 302, Tinton Falls, NJ 07724 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Calamos Financial Services Llc | Naperville | IL | 05/2013 | 07/2017 |
| Calamos Advisors Llc | Naperville | IL | 05/2013 | 07/2017 |
| Unemployed | Jackson | NJ | 08/2017 | 09/2017 |
| Axa Advisors Llc | Wall | NJ | 09/2017 | 01/2019 |
| Massmutual | Warren | NJ | 12/2018 | 11/2019 |
| Mml Investors Services | Warren | NJ | 02/2019 | 11/2019 |
| Lpl Financial, Llc | Wall Township | NJ | 03/2020 | 12/2023 |
| Unemployeed | Point Pleasant | NJ | 12/2019 | 03/2020 |
| Unemployeed | Point Pleasant | NJ | 12/2023 | 03/2024 |
| Raymond James Financial Services, Inc. | Manahawkin | NJ | 03/2024 | 06/2024 |
| Raymond James Financial Services Advisors, Inc. | Manahawkin | NJ | 03/2024 | 06/2024 |
| Fulton Financial Advisors | Manahawkin | NJ | 03/2024 | 06/2024 |
| Fulton Bank | Manahawkin | NJ | 03/2024 | 06/2024 |
| Cetera Wealth Services, Llc | El Segundo | CA | 06/2024 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2024 | Present |
| Rcfg, Llc | El Segundo | CA | 02/2026 | Present |
1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 09/2018; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 2; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS; 2. NAME OF OTHER BUSINESS: ROSSO FINANCIAL GROUP; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: DBA OF THE FINANCIAL PLANNING PRACTICE; START DATE: 03/2024; POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR; APX NUMBER OF HOURS PER WEEK: 60; APX NUMBER OF HOURS DURING TRADING HOURS: 8; BRIEF DESCRIPTION OF DUTIES: MEET WITH PROSPECTS & CLIENTS FOR FINANCIAL PLANNING; 3. NAME OF OTHER BUSINESS: RCFG, LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: EXPENSE MANAGEMENT; START DATE: 2/2026; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: EXPENSE MANAGEMENT;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-09-03 |
| S63 | Uniform Securities Agent State Law Examination | 2003-11-17 |
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