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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2022-05-13 |
Branch Locations
186 Wood Ave S Suite 301, Iselin, NJ 08830 • United States
Ledgewood, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commerce/Td Bank | Flanders | NJ | 12/2000 | 05/2019 |
| Thrivent Investment Management Inc | Newark | NJ | 03/2019 | 04/2022 |
| Thrivent Financial | Newark | NJ | 06/2019 | 04/2022 |
| Massmutual Life Insurance Co | Iselin | NJ | 04/2022 | Present |
| Mml Investors Services, Llc | Iselin | NJ | 05/2022 | Present |
Name: Paul Castellano Inv rel: Y Addr: At residential address Nature: Outside insurance - long-term care Position: Independent Insurance Agent Start: 05/02/2022 No hrs/mo: 1 No hrs/mo dur trading: 1 Duties: Sell and service long term care clientele. (2) Name: Paul J Castellano Inv rel: N Add: 186 Wood Ave S, Suite 301, Iselin NJ 08830 Nature: Notary Position: Notary Public Start date: 06/01/1998 No. HR/MO: 1. No. HR/MO during sec trading: 1. Describe duties: Notarizing documents for firm's clients and staff. Keep good records. Client provides ID and signs in the presence of the notary. (3) Name: Paul Castellano Inv rel: Y Add: 186 Wood Ave S, Suite 301 Iselin, NJ 08830 Nature: Outside Insurance Sales: Life, Disability, Long-Term Care, Fixed Annuities, Health Position: Independent Insurance Agent Start date: 01/16/2024 No. HR/MO: 1. No. HR/MO during sec trading: 1. Describe duties: Provide another source for client to choose coverage with life, health and other fixed insurance products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-11-02 |
| S63 | Uniform Securities Agent State Law Examination | 2019-10-07 |
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