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David J Mozeika

Invst, LLC

Indianapolis, IN

Red Bank, NJ

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Current Employers
Invst, Llc

3625 E 96Th St, Indianapolis, IN 46240 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2023-05-03
  • NJ RA
    APPROVED
    Since 2023-05-03

Branch Locations

3625 E 96Th St, Indianapolis, IN 46240 • United States

11 Wharf Ave Suite 4, Red Bank, NJ 07701 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Guardian Life Insurance Co Of America Wall NJ 11/2011 04/2022
Park Avenue Securities Llc Wall NJ 11/2011 04/2022
Guardian Life Insurance Company Red Bank NJ 04/2022 05/2023
Park Avenue Securities Red Bank NJ 04/2022 05/2023
Invst, Llc Dba Tomoro Indianapolis IN 05/2023 Present
  • 11/2011 → 04/2022
    Guardian Life Insurance Co Of America
    Wall, NJ
  • 11/2011 → 04/2022
    Wall, NJ
  • 04/2022 → 05/2023
    Guardian Life Insurance Company
    Red Bank, NJ
  • 04/2022 → 05/2023
    Park Avenue Securities
    Red Bank, NJ
  • 05/2023 → Present
    Invst, Llc Dba Tomoro
    Indianapolis, IN
Previous Registrations
Other Businesses

1. Tomoro Private Client-Tomoro Private Client and its organizational process is designed to provide a structured method or prioritizing, focusing and execution in areas of life that matter most, Start: 05/15/2014, Address: 1670 Highway 34, Suite 1C Wall, New Jersey 07727, 10 bus hrs per month, Not investment related, 2. Trustee - 2013 Irrevocable Trust-I am the managing trustee of an irrevocable trust that was set up, Start: 01/01/2013, Address: 1413 Cortland Dr. Wall, NJ 08736, 1 bus hr per month, Investment related, 3. FLO Free LLC-developing a planning platform that will help Guardian advisors assist clients with increased savings,. Start: 11/29/2016, Address: 1959 Rt. 34, Suite 101 Wall, NJ 07719, Hrs per month - tot/bus: 20/10, Not investment related, 4) Inlet Holdings LLC-entity to own Investment Real Estate, Start: 09/27/2021, Address: 40 Inlet Terrace Belmar, NJ 07719, 5 total hours per month 1 during securities trading hours, Investment related, Less than 10% annual compensation, 5) Currence-software company that provides its customers technology that helps people with data and a user experience to their cash flow and savings habits, Start: 09/01/2022, Address: 11 Wharf Ave Red Bank, NJ 07701, 100 total hours per month; 60 during securities trading hours, Investment related, Less than 10% annual compensation, 6) Insurance Business Start: 12/20/2022, Address: 11 Wharf Ave Red Bank, NJ 07701, 1 total hours per month; 1 during securities trading hours, Investment related, Less than 10% annual compensation,

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-05-03
  • S66 Uniform Combined State Law Examination
    2013-05-03
Other Names
  • David James Mozeika

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