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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2009-06-15
  • NJ RA
    APPROVED
    Since 2009-06-15

Branch Locations

200 Atlantic Avenue, Manasquan, NJ 08736 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James Financial Services Manasquan NJ 06/2009 Present
Danskin Agency Wall NJ 09/1997 Present
Raymond James Financial Services Advisors, Inc. Manasquan NJ 06/2009 Present
Century 21 Danskin Realty Wall NJ 06/2001 Present
  • 06/2009 → Present
    Raymond James Financial Services
    Manasquan, NJ
  • 09/1997 → Present
    Danskin Agency
    Wall, NJ
  • 06/2009 → Present
    Manasquan, NJ
  • 06/2001 → Present
    Century 21 Danskin Realty
    Wall, NJ
Previous Registrations
Other Businesses

(1)Name of Business: Address: 200 Atlantic Avenue, Manasquan, NJ, 08736, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 10/25/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Selling Life Products (2)Name of Business: . BCGM Development LLC Address: 2420 Arthur Kill Road, Staten Island, NY, 10309, United States Activity Type: Business Owner Position/Title: Partner Investment Related: Yes Start Date: 07/22/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am a passive investor in a Shopping Center with other 4 partners. (3)Name of Business: Lifepath Financial Services LLC Address: 200 Atlantic Ave, Manasquan, NJ, 08736-1352, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 12/31/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: I own and operate this LLC for my Raymond James Branch 55R (4)Name of Business: no Address: 33 Heritage Drive, Howell, NJ, 07731, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 03/07/2014 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 2-10 Description of duties: independent sales agent selling life & Disability insurance (5)Name of Business: Red Rose Bakery LLC Address: 1843 Hooper Ave, Toms River, NJ, 08753, United States Activity Type: Business Owner Position/Title: Other, Partner Investment Related: No Start Date: 05/01/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: My wife is looking to buy 25% of a bakery along with a client/friend also buying 25% of the business entity. (6)Name of Business: UNUM Group Disability Address: 200 Atlantic Ave Mallard Park Professional Bldg, Manasquan, NJ, 08736, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 12/14/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Providing Short & Long Term Group Disability Insurance to clients and Prospects..

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-07-21
S63 Uniform Securities Agent State Law Examination 1998-07-17
  • S65 Uniform Investment Adviser Law Examination
    1998-07-21
  • S63 Uniform Securities Agent State Law Examination
    1998-07-17

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