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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 | 2023-06-29 |
Branch Locations
622 Georges Road Suite 304, North Brunswick, NJ 08902 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Creative Newsletters Llc | Franklin Park | NJ | 12/2007 | 10/2016 |
| Franklin Township Chamber Of Commerce | Somerset | NJ | 11/2009 | 11/2016 |
| Liberty Tax Service | Somerset | NJ | 01/2012 | 12/2016 |
| Voya Financial Advisors | North Brunswick | NJ | 09/2014 | 06/2021 |
| Cetera Wealth Services, Llc | El Segundo | CA | 06/2021 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
1. NAME OF ENTITY: St Shorbel Church; No; 7 REEVE STREET; SOMERSET; NJ; 08873; Church volunteer work; Council Member of Church; 9/1/2006; 2; 2; attend church meetings, discuss church business and budget; 2. NAME OF ENTITY: CFS TAX PREPARATION; No; 623 GEORGES RD; NORTH BRUNSWICK; NJ; 8902; TAX PREPEARATION; TAX PREPARER/OWNER; 1/1/2015; 15; 5; PREPARE TAXES; 3. NAME OF ENTITY: Comprehensive Financial Strategies LLC; Yes; 850 RODGEWOOD AVE; NORTH BRUNSWICK; NJ; 8902; financial services; owner; 4/29/2009; 160; 160; sales and service of insurance and securities products; 4. NAME OF ENTITY: CFS BUSINESS SERVICE; No; 623 GEORGES RD; NORTH BRUNSWICK; NJ; 8902; BOOKKEEPING/BUSINESS REPORTING; OWNER; 5/1/2017; 30; 0; ACQUIRING CLIENTS/SUPERVISING ACCOUNTANTING STAFF/BOOKKEEPING AND BUSINESS REPORTS; 5. NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 623 GEORGES RD; NORTH BRUNSWICK; NJ; 8902; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 12/1/2008; 160; 160; SALES OF FIXED INSURANCE PRODUCTS; 6. NAME OF OTHER BUSINESS: N/A; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: NOTARY; START DATE: 7/2015; POSITION/TITLE/RELATIONSHIP: NOTARY PUBLIC; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: NOTARIZE DOCUMENTS;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2002-05-29 |
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