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350 Passaic Avenue Suite 201, Fairfield, NJ 07004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2020-05-11 |
| TX | RA | APPROVED | 2020-05-09 |
Branch Locations
350 Passaic Avenue Suite 201, Fairfield, NJ 07004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Saddle Brook | NJ | 05/2003 | 05/2020 |
| Nylife Securities Inc | Saddlebrook | NJ | 06/2003 | 05/2020 |
| Cornerstone Planning Group, Llc | Fairfield | NJ | 02/2009 | Present |
APPOINTED WITH VARIOUS OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF SOLICITING LIFE, HEALTH AND DISABILITY INSURANCE UNDER DBA CORNERSTONE PLANNING GROUP, LLC; START DATE 02/2009; INVESTMENT RELATED. ALL INSURANCE PRODUCTS PLACED ARE FIXED AND NOT INVESTMENT RELATED. Engage in Business Consulting with several clients. This activity is about 2 hours per month. Cornerstone Risk Management: I opened an LLC to receive commissions from fixed and group insurance products for tax purposes. The business name will not be used with the public in any way.; 350 Passaic Ave, Suite 201 Fairfield, NJ 07004; Start Date 12/2019; Role/Title: Owner; Investment Related; 6 hours per month; 6 hours per month during securities trading hours] I am 33% owner in Restaurant, passive only. It is located in Nutley, NJ and the name is Cucina 355.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-05-05 |
| S63 | Uniform Securities Agent State Law Examination | 2003-08-16 |
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