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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 | 2023-08-10 |
| TX | RA | APPROVED | 2023-08-10 |
Branch Locations
1 disclosure category 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 |
|---|---|---|---|---|
| Metlife Securities Inc. | Fairfield | NJ | 01/2015 | 08/2019 |
| Mml Investors Services, Llc - Creative Risk Management | Wall Township | NJ | 03/2017 | 08/2019 |
| Securian Financial Services Inc | St Paul | MN | 08/2019 | 08/2023 |
| Minnesota Life Insurance Co | St Paul | MN | 08/2019 | 08/2023 |
| Allied Wealth Partners | Manasquan | NJ | 08/2019 | Present |
| Cetera Wealth Services, Llc | Manasquan | NJ | 08/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2023 | Present |
ALLIED WEALTH PARTNERS POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2019 ADDRESS: , Manasquan NJ , United States DESCRIPTION: Agent/Broker CREATIVE RISK MANAGEMENT POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2017 ADDRESS: , Monmouth County NJ , United States DESCRIPTION: Agent/Broker PREMIER BROKERAGE POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 12/07/2021 ADDRESS: 2317 Route 34, Suite 1D, Manasquan NJ 08736, United States DESCRIPTION: Sales of term and UL life insurance BENEFIT MALL POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/21/2022 ADDRESS: 2317 Route 34, Suite 1E, Manaquan NJ 08753, United States DESCRIPTION: Group Health Insurance
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-01-20 |
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