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Current Employers
Chelsea Advisory Services, Inc

242 Main Street, Staten Island, NY 10307 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-04-21
NY RA APPROVED 2025-04-21
  • NJ RA
    APPROVED
    Since 2025-04-21
  • NY RA
    APPROVED
    Since 2025-04-21

Branch Locations

242 Main Street, Staten Island, NY 10307 • United States

7 Ridgedale Avenue Suite 206, Cedar Knolls, NJ 07927 • 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
Ohio National Financial Services Cincinnati OH 01/2012 07/2021
The On Equity Sales Company Cincinnati OH 04/2012 07/2021
American United Life Brielle NJ 07/2021 04/2025
Oneamerica Securities Brielle NJ 10/2021 04/2025
Chelsea Financial Services Staten Island NY 04/2025 Present
Chelsea Advisory Services Staten Island NY 04/2025 Present
  • 01/2012 → 07/2021
    Ohio National Financial Services
    Cincinnati, OH
  • 04/2012 → 07/2021
    The On Equity Sales Company
    Cincinnati, OH
  • 07/2021 → 04/2025
    American United Life
    Brielle, NJ
  • 10/2021 → 04/2025
    Oneamerica Securities
    Brielle, NJ
  • 04/2025 → Present
    Chelsea Financial Services
    Staten Island, NY
  • 04/2025 → Present
    Chelsea Advisory Services
    Staten Island, NY
Other Businesses

1) Independent Insurance agent - non-securities insurance. Through Life Brokerage & other carriers 2) Cumulative Wealth Solutions: Securities business done thru Chelsea Financial Services and Sales of Fixed and Indexed Annuities Life, DI and LTC Insurance through various IMO's, direct carriers and BGA's- 16 Hours per month/Comp-Commissions received on sales of Fixed and Indexed annuities an Life, LTC and DI Insurance. 3) American Financial Education Alliance- Financial Education- No Compensation- Conduct free educational financial literacy workshops on topics such as social security and Medicare. 10 hours per month. 4) Life Brokerage - Receives a override for agent referrals 5) TriAxis Wealth Management, LLC. - Non-Securities related; Function Limited to organizing and managing business cash flow and expenses/ No Compensation

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2000-12-15
  • S63 Uniform Securities Agent State Law Examination
    2000-12-15
Designations

View on SEC IAPD

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