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Point Pleasant, NJ • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2020-05-22 |
Branch Locations
1816 Riviera Parkway, Point Pleasant, NJ 08742 • United States
5 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 |
|---|---|---|---|---|
| Nrt Referral Network Llc | Hackensack | NJ | 04/2006 | 11/2022 |
| Blue Sky Financial Llc | Point Pleasant | NJ | 01/2011 | Present |
| Frank Cardia Sole Proprietor Insurance | Moonachie | NJ | 07/2008 | 11/2022 |
| Protean Consulting, Llc | Point Pleasant | NJ | 10/2016 | Present |
| Aeon Fund | Middleton | NJ | 12/2016 | 02/2019 |
| Iron Edge Vc | Summit | NJ | 02/2019 | 11/2022 |
| Augurey Ventures, Llc | Iselin | NJ | 11/2022 | Present |
Name of the other business - Augurey Ventures Investment-related? - Yes The address of the other business - 33 S Wood Ave Suite 600 Iselin, NJ 08830 The nature of the other business - Private Equity Position - Managing Partner, Chief Compliance Officer Title, or relationship with the other business - Managing Partner, Chief Compliance Officer The start date of your relationship - 2022 The approximate number of hours/month you devote to the other business - 160 Hours/Month The number of hours you devote to the other business during securities trading hours - 5 Hours/Year Briefly describe your duties relating to the other business - Investment Advisory Services
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-06-21 |
| S63 | Uniform Securities Agent State Law Examination | 1996-12-24 |
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