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2 Bridge Avenue, Suite 633B, Red Bank, NJ 07701 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-10-18 |
| NY | RA | APPROVED | 2022-07-11 |
| NJ | RA | APPROVED | 2020-10-20 |
Branch Locations
2 Bridge Avenue, Suite 633B, Red Bank, NJ 07701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Bronxville | NY | 01/2003 | 03/2018 |
| Chelsea Financial Services | Staten Island | NY | 03/2018 | 11/2018 |
| Fountainhead Capital Management, Llc | Red Bank | NJ | 06/2018 | Present |
| Epic Advisory Partners, Llc | Red Bank | NJ | 10/2020 | Present |
Monarch Group J.E.S. LLC, Owner. An independent insurance agency selling fixed insurance products and health insurance. Approximately 5% of my time is spent on this business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-05-10 |
| S63 | Uniform Securities Agent State Law Examination | 1997-06-25 |
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