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328 Newman Springs Road, Red Bank, NJ 07701 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2022-11-01 |
Branch Locations
3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Portfolios Financial Services, Inc. | Holbrook | NY | 07/2013 | Present |
| Garden State Securities, Inc. | Red Bank | NJ | 10/2022 | Present |
1.INSURANCE (LIFE, DISABILITY, LONG-TERM CARE). APPROXIMATELY 5 HOURS PER MONTH DURING TRADING HOURS. DUTIES INCLUDE SOLICITING AND SERVICING INSURANCE NEEDS FOR CLIENTS. 2. AIRBNB RENTAL-1/5/21, NOT INVESTMENT RELATED, 12 HOURS DEVOTED PER MONTH HOURS DEVOTED DURING MARKET HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-02-14 |
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