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517 Centennial Avenue Suite 200, Cranford, NJ 07016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-10-02 |
| MD | RA | APPROVED | 2024-09-30 |
| TX | RA | APPROVED | 2024-09-30 |
Branch Locations
517 Centennial Avenue Suite 200, Cranford, NJ 07016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Innovative Financial Solutions Nj Llc | Iselin | NJ | 01/2017 | Present |
| Innovative Financial Solutions, Inc. | Iselin | NJ | 01/2017 | Present |
| Msi Financial Services, Inc. | Tinton Falls | NJ | 10/2002 | 03/2017 |
| Mml Investors Services, Llc | Iselin | NJ | 03/2017 | 07/2020 |
| Commonwealth Financial Network | Waltham | MA | 07/2020 | 09/2024 |
| Virtus Wealth Solutions | Cranford | NJ | 07/2020 | Present |
1.Fixed insurance sales, as an Agent, under the name 'Innovative Financial Solutions'; As of 01/01/17; 3% time spent during business hours; Conducted at branch; Investment related. 2. General Partner, Chyna Project Partners; film production; Located at 6060 Center Drive, Los Angeles, CA 90045; as of 12/30/2021; 0% of time spent during business hours; Not Conducted at branch location; Not Investment related. 3. Member and Co-owner, First Financial Resources, LLC, insurance sales producers group; as of 01/01/2017; 5% of time spent during business hours; Conducted at branch location; Investment related. 4. Co-owner, Falcon 900 LLC, created to hold aircraft; Located in Edison, NJ; as of 03/24/2021; 2% of time spent during business hours; Not Conducted at branch location; Not Investment related. 5. Co-owner, Carnegie Air, LLC, created to own Falcon 900 LLC; Located in Edison, NJ; as of 04/02/2021; 0% of time spent during business hours; Not Conducted at branch location; Not Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-04-22 |
| S63 | Uniform Securities Agent State Law Examination | 2002-11-22 |
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