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402 Higgins Ave, Brielle, NJ 08730 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-02-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Echelon Advisors Llc | Manasquan | NJ | 02/2014 | Present |
| Guardian Life Ins Co | Point Pleasant | NJ | 05/2014 | 10/2025 |
| Crimmins Wealth Management Llc | Point Pleasant | NJ | 01/2015 | 04/2023 |
| Shore Point Advisors, Llc | Brielle | NJ | 01/2025 | Present |
1) ECHELON ADVISORS LLC, INVESTMENT-RELATED, 63 TAYLOR AVE. MANASQUAN, NJ 08736, TAX AND FINANCIAL PLANNING SERVICES, POSITION: PARTNER. START DATE: 02/2014. 50 HOURS SPENT PER WEEK ALL DURING SECURITIES TRADING HOURS. 2) ECHELON ADVISORS LLC, NOT INVESTMENT-RELATED, 63 TAYLOR AVE. MANASQUAN, NJ 08736, NATURE OF BUSINESS: TRUSTEE, POSITION: TRUSTEE, START DATE: 2013, 20 HOURS WORKED PER MONTH, 15 HOURS WORKED DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-05-26 |
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