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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-08-28 |
| SC | RA | APPROVED | 2025-07-14 |
| AZ | RA | APPROVED | 2023-06-23 |
| MA | RA | APPROVED | 2022-06-21 |
| NY | RA | APPROVED | 2021-04-16 |
| ME | RA | APPROVED | 2020-08-19 |
| MI | RA | APPROVED | 2018-04-03 |
| FL | RA | APPROVED | 2016-05-02 |
| WA | RA | APPROVED | 2016-04-26 |
| TX | RA | APPROVED | 2015-09-18 |
| NC | RA | APPROVED | 2015-03-26 |
| DC | RA | APPROVED | 2011-10-11 |
| MD | RA | APPROVED | 2011-06-06 |
| PA | RA | APPROVED | 2011-04-05 |
| CA | RA | APPROVED | 2008-02-07 |
| NJ | RA | APPROVED | 2007-11-27 |
Branch Locations
2111 Rt 34 South Suite 100, Wall, NJ 07719 • United States
Voorhees, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Co Of America | Marlton | NJ | 01/2012 | 03/2023 |
| Park Avenue Securities Llc | Marlton | NJ | 01/2012 | 03/2023 |
| Guardian Life Insurance Company | Voorhees | NJ | 03/2023 | Present |
| Park Avenue Securities | Voorhees | NJ | 03/2023 | Present |
1. General Accounting Services-I provide under the name Sonstein Consulting Services, LLC provide accounting, cash flow planning, budgeting, business planning, general accounting and tax planning services and consulting, and divorce consulting., Start: 10/01/2009, Address: 751 Route 73 N., Suite 5 Marlton, NJ 08053, 3 bus hrs per month, Not investment related, 2. South Jersey Investors-Sonstein Financial Group hosts a monthly networking meeting in our office for the educational group., Start: 12/01/2007, Address: 751 Route 73 N., Suite 5 Marlton, NJ 08053, 1 non bus hr per month, Not investment related, 3. Mullet Tees/ Stay Classy Apparel -I will be a partner in this start up t-shirt business. My role will be CFO handling accounting and tax responsibilities of the company., Start: 09/01/2018, Address: 751 Route 73 N., Suite 5, Marlton, NJ 08053, Hrs per month - tot/bus: 5/1, Not investment related, 4. Jamyson Co., LLC-NJ LLC that is filed with the state of NJ that is d/b/a Sonstein Financial Group which is my approved DBA name for my detatched office. , Start: 02/01/2004, Address: 751 Route 73 N. Suite 5, Marlton, NJ 08053, 0 hrs per month, Not investment related, 5. Reiki services-Reiki is an alternative healing modality. I Perform Reiki sessions for select customers for healing., Start: 01/01/2019, Address: 751 Route 73 N., Suite 5 Marlton, NJ 08053, 70 Holly Oak Dr., Voorhees, NJ 08043, 4-5 non bus hrs per month, Not investment related, 6. The Maker's lounge- knitting/crochet works and other crafted goods such as mugs and t-shirts in process and completed works that are hand knit or crocheted or appliqued. We sell craft projects, lessons, and renting of craft equipment. Start: 06/01/2022, Address: 70 Holly Oak Dr. Voorhees, NJ 08043, 10 total hours per month; 0 during securities trading hours, Not Investment related, Less than 10% annual compensation, 7. Sonstein Financial Group, Start: 1/01/2023, Address: 70 Holly Oak Dr. Voorhees, NJ 08043, 1 total hour per month; 1 during securities trading hours, Investment related, Less than 10% annual compensation, 8. Board of Trustees Member of Congregation Kol Ami, Start: 7/01/2023, Address: 1101 Springdale Rd. Cherry Hill, NJ 080023, 6 total hours per month; 0 during securities trading hours, Not Investment related, No Annual Compensation, 9) Eastern Boys Wrestling Booster Club-Treasurer Nature of Business: parent booster club treasurer, Start date: 11/19/2025, Address: 1404 Laurel Oak Rd. Voorhees, NJ 08043, Duties: maintaining the check register and bank reconciliations, 2 total hours per month; 0 during securities trading hours, Not investment related,
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2006-05-22 |
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