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2225 Lexington Road, Louisville, KY 40206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2010-05-03 |
Branch Locations
1124 Route 202 South Unit A6, Raritan, NJ 08869 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Private Client Services Llc | Louisville | KY | 05/2010 | Present |
LICENSED WITH VARIOUS INSURANCE CARRIERS FOR NON SECURITIES BASED INSURANCE SALES. HUNTERDON UNITED, 1445 RTE 31 SOUTH, ANNANDALE, NJ 08801. NON SECURITIES RELATED. COACH YOUTH BASKETBALL 2 PRACTICES PER WEEK, HEAD COACH. START OF 4/1/2012 THROUGH 10/31. 10 HOURS PER MONTH, 0 HOURS DURING TRADING HOURS. IMMACULATA HIGH SCHOOL, 240 MOUNTAIN AVE, SOMERVILLE, NJ, 08876. NON SECURITIES RELATED. COACH AND OVERSEE GIRLS BASKETBALL PROGRAM. PRACTICE AND GAMES ARE AFTER HOURS. HEAD COACH, START DATE 7/31/2011. 40 HOURS PER MONTH FROM 11/15 - 3/15. ESTIMATED ANNUAL EARNINGS OF $3000. ASSURITY LIFE INSURANCE COMPANY. TERM AND UNIVERSAL LIFE. START DATE 10/1/2012. 3 HOURS PER MONTH, $400 ESTIMATED ANNUAL EARNINGS. ZENITH MARKETING 303 W MAIN ST SUITE 200 FREEHOLD, NJ 07728. NONE SECURITIES RELATED, FIXED INSURANCE SALES THROUGH VARIOUS COMPANIES. START DATE 7/1/2006, 80 HOURS PER MONTH, 80 HOURS DURING TRADING HOURS, ESTIMATED ANN EARNINGS: $25,000. BENEFIT MALL, BROKER SELLING HEALTH INSURANCE, 354 EISENHOWER PARKWAY, LIVINGSTON, NJ 07039, NON-INVESTMENT RELATED. 80 HRS PER MONTH, 80 HRS DURING TRADING HRS, EST ANNUAL EARNINGS $7,500. PROFESSIONAL GROUP PLANS, BROKER SELLING HEALTH INSURANCE, 100 WALNUT AVE, SUITE 504, CLARK, NJ 07066. NON-INVESTMENT RELATED.80 HRS PER MONTH, 80 HRS DURING TRADING HRS, EST ANNUAL EARNINGS $20,000. WALSH BENEFITS, BROKER SELLING HEALTH INSURANCE, 1150 RARITAN RD, SUITE 207, GRANFORD, NJ 07016. NON-INVESTMENT RELATED. 40 HRS PER MONTH, 40 HRS DURING TRADING HRS, EST ANNUAL EARNINGS $3,600. REMARKABLE FOODS, INC. 42 JACKSON DRIVE, CRANFORD, NJ 07016. REMARKABLE FOODS, INC IS A FOOD TECHNOLOGY COMPANY FOCUSED ON TRANSFORMING THE IN-HOME AND REMOTE DINING EXPERIENCE. WORK WITH NEWLY HIRED EMPLOYEES AND ADVISE THEM ON THEIR OPTIONS FOR INDIVIDUAL HEALTH INSURANCE COVERAGE THROUGH AN ICHRA ARRANGEMENT. 65 HOURS/MO; 65 DURING TRADING HOURS. JUNIOR PIONEERS LACROSSE. BRANCHBURG, NJ 08876. BRANCHBURG/SOMERVILLE TOWNSHIP YOUTH LACROSSE PROGRAM. TREASURER-HELP OVERSEE FINANCIALS FOR THE CLUB. REGISTRATIONS, REFUNDS, PAYMENTS (VENDORS, FACILITIES, OFFICIALS, ETC) 2 HRS/MO; 0 DURING TRADING HRS. Client 2 Vendor. 30 Lafayette Ave, Ste #1043, Morristown, NJ 07960. Referral service from realtor platform. We pay a fee for access to a referral portal. 1 hr/mo; 1 during trading hrs. Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-06-05 |
| S63 | Uniform Securities Agent State Law Examination | 2006-12-21 |
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