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Current Employers
Targeted Financial Services, Llc

5666 Seminole Blvd Suite 146, Seminole, FL 33772 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2014-09-12
  • NJ RA
    APPROVED
    Since 2014-09-12

Branch Locations

5666 Seminole Blvd Suite 146, Seminole, FL 33772 • 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
Targeted Financial Services, Llc Holmdel NJ 08/2013 Present
Triad Advisors, Inc. Norcross GA 09/2013 08/2024
Osaic Wealth, Inc. Neptune City NJ 08/2024 Present
  • 08/2013 → Present
    Holmdel, NJ
  • 09/2013 → 08/2024
    Triad Advisors, Inc.
    Norcross, GA
  • 08/2024 → Present
    Osaic Wealth, Inc.
    Neptune City, NJ
Other Businesses

1)Targeted Financial Services,LLC;investment related;960 Holmdel Road,Holmdel,NJ;financial planning;office manager;8/5/2013;160 hrs/month;6.5 hrs during trading;client services,general office duties

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-08-12
  • S65 Uniform Investment Adviser Law Examination
    2014-08-12
Other Names
  • Jill L. Giangeruso
  • Jill L. Gibb

View on SEC IAPD

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