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111 Grove Street Suite 203, Montclair, NJ 07042 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-11 |
| CT | RA | APPROVED | 2018-07-26 |
Branch Locations
111 Grove Street Suite 203, Montclair, NJ 07042 • United States
500 Post Road East Suite 234, Westport, CT 06880 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurnace Company | Westport | CT | 04/2016 | 01/2017 |
| Park Avenue Securities Llc | Westport | CT | 04/2016 | 01/2017 |
| Massmutual Life Insurance | Westport | CT | 12/2016 | 06/2018 |
| Mml Investors Services | Westport | CT | 02/2017 | 06/2018 |
| Calton & Associates, Inc. | Montclair | NJ | 06/2018 | 01/2023 |
| Rmr Wealth Builders, Inc. | Montclair | NJ | 07/2018 | Present |
1) Name of Business: Jared Weber; Not Investment related; Address:500 Post Road East, 2nd Floor Suite 234 Westport, CT 06880; Nature of Business: Sell life, disability, long term care and property & casualty insurance through various insurance companies; Position/Title/Relationship: Agent. Start Date: 2007; Hours per month: 1; Hours per month during Securities trading hours: 100%; Duties/Responsibilities: Agent selling insurance products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-06-16 |
| S63 | Uniform Securities Agent State Law Examination | 2007-06-11 |
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