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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_RES | 2023-08-10 |
Branch Locations
792 Chimney Rock Rd St D, Martinsville, NJ 08836 • United States
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 |
|---|---|---|---|---|
| Minnesota Life Insurance Co | St. Paul | MN | 07/2005 | 08/2023 |
| Securian Financial Services | St. Paul | MN | 07/2005 | 08/2023 |
| Allied Wealth Partners | Warren | NJ | 06/2014 | Present |
| Cetera Wealth Services, Llc | Martinsville | NJ | 08/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2023 | Present |
ALLIED WEALTH PARTNERS POSITION: Salesperson NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 05/01/2010 ADDRESS: , Warren NJ , United States DESCRIPTION: Salesperson KELLER WILLIAMS REALTY POSITION: Independent Contractor NATURE: Realtor INVESTMENT RELATED: No NUMBER OF HOURS: 24 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2017 ADDRESS: , Warren NJ , United States DESCRIPTION: Independent Contractor VITALE CARUSO & ASSOCIATES POSITION: Partner NATURE: DBA INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/01/2003 ADDRESS: , Warren NJ , United States DESCRIPTION: Partner
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2002-04-08 |
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