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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-08-10 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 05/2016 | 09/2020 |
| Allied Wealth Partners | Manasquan | NJ | 09/2020 | Present |
| Minnesota Life Insurance Company | St Paul | MN | 09/2020 | 08/2023 |
| Securian Financial Services Inc | St Paul | MN | 09/2020 | 08/2023 |
| Cetera Wealth Services, Llc | Manasquan | NJ | 08/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2023 | Present |
ALLIED WEALTH PARTNERS POSITION: Independent Contractor NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 09/01/2020 ADDRESS: 14 Walsh Dr, #100, Parsippany NJ 07054, United States DESCRIPTION: Fixed insurance sales through outside carriers approved by Allied Wealth Partners. PREMIER BROKERAGE SERVICES POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/05/2021 ADDRESS: 604 Harper Ave, Jenkintown PA 19046, United States DESCRIPTION: Term life insurance
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-07-26 |
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