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Middletown, NJ • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APP_PEND_IARCE | 2026-01-01 |
| NY | RA | APPROVED | 2021-10-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Chelsea Financial Services | Red Bank | NJ | 04/2016 | 03/2018 |
| Jarred Bunch Consulting, Llc (Dba Invst, Llc) | Indianapolis | IN | 04/2016 | 01/2022 |
| Purshe Kaplan Sterling Investments | Lincroft | NJ | 06/2018 | 01/2022 |
| Strategic Wealth Solutions Llc | Lincroft | NJ | 04/2021 | Present |
Fixed Insurance-Not investment related-8-Fixed Insurance-Agent-2003-40 hrs/mth-20 during trading hrs- Offer and sell fixed insurance business during the planning process.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-07-26 |
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