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3625 E 96Th St, Indianapolis, IN 46240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2022-01-24 |
Branch Locations
3625 E 96Th St, Indianapolis, IN 46240 • United States
293 Route 34, Colts Neck, NJ 07722 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Company | Cranford | NJ | 01/2010 | 01/2022 |
| Park Avenue Securities | Cranford | NJ | 12/2014 | 01/2022 |
| Park Avenue Securities | Cranford | NJ | 04/2010 | 01/2022 |
| Invst, Llc Dba Levine Financial Group | Colts Neck | NJ | 01/2022 | Present |
SGMT Holdings, LLC-Managing Member of SGMT Holdings, LLC that manages and operates rental income producing property, Start: 10/14/2021, Address:293 Rt 34 Colts Neck, NJ 07722, 4 total hours per month 0 during securities trading hours, Investment related, More than 10% annual compensation,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-11-24 |
| S63 | Uniform Securities Agent State Law Examination | 2006-05-27 |
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