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Redmond, WA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-06-17 |
| FL | RA | APPROVED | 2026-04-30 |
| TX | RA | APPROVED_RES | 2026-04-27 |
Branch Locations
2 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 |
|---|---|---|---|---|
| Christopher Dean & Associates | Toms River | NJ | 07/2003 | 07/2018 |
| Sagicor | Marlton | NJ | 04/2016 | 06/2017 |
| Allstate | Wall | NJ | 06/2017 | 07/2018 |
| Horter Investment Management | Cincinnati | OH | 01/2018 | 07/2018 |
| Variable Investment Advisors | Sioux Falls | SD | 03/2017 | 07/2018 |
| Massmutual Life Insurance | Princeton | NJ | 05/2018 | 02/2020 |
| Mml Investors Services, Llc | Princeton | NJ | 07/2018 | 02/2020 |
| Gradient Advisors Llc | Arden Hills | MN | 08/2021 | 12/2021 |
| Abbatiello Financial | Manchester | NJ | 07/2020 | 03/2021 |
| Christopher Dean & Associates, Pc | Brielle | NJ | 09/2004 | Present |
| Forthright Capital Partners | Las Vegas | NV | 08/2023 | 01/2026 |
| Forthright Capital Partners | Las Vegas | NV | 04/2023 | 12/2025 |
| Waystone Advisors Llc | Redmond | WA | 02/2026 | Present |
Christopher Dean and Associates PC; 22925 SW 114th Pl, Miami, FL 33170; Financial & Retirement Planning and Insurance sales; Property Casualty Servicing Book; Position: Principal; Description: insurance company or agency, engaged in Property and Casualty insurance sales and service, including Auto, Home, and Business insurance policies. He receives commissions upon the binding of policies as well as on policy renewals.; Investment related: No; Location: 611 Harris Ave Brielle New Jersey 08730; Start date: 2003-09-01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 10; Percentage of total yearly compensation expected to be derived from the business: 30.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-07-27 |
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