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242 Main Street, Staten Island, NY 10307 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-04-21 |
| NY | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-12-15 |
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