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350 Passaic Avenue Suite 201, Fairfield, NJ 07004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2020-07-27 |
Branch Locations
350 Passaic Avenue Suite 201, Fairfield, NJ 07004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Saddle Brook | NJ | 04/2015 | 06/2020 |
| Nylife Securities Llc | Saddle Brook | NJ | 04/2015 | 06/2020 |
| Eagle Strategies Llc | Saddle Brook | NJ | 04/2015 | 06/2020 |
| Cornerstone Planning Group, Llc | Fairfield | NJ | 04/2015 | 06/2020 |
| Cornerstone Planning Group, Llc | Fairfield | NJ | 07/2020 | Present |
| Cornerstone Planning Group, Llc | Fairfield | NJ | 01/2019 | Present |
[INSURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 297 PASSAIC AVENUE, UNIT 2, FAIRFIELD, NJ 07004; COMPENSATION COMMISSIONS; 4 HOURS PER MONTH; INVESTMENT RELATED] [LSJT, LLC; In the process of purchasing a home to renovate and sell. Real Estate Investment; 137 Newark Pompton Turnpike Pequannack NJ 07440; Start Date 11/2017; Role/Title: Investor; Investment Related; 10 hours per month; 0 hours per month during securities trading hours; Providing the capital to purchase and renovate property, provide some direction on design and cost] [Property and Casualty Sales; 297 Passaic Avenue, Unit 2, Fairfield, NJ 07004; Start Date: 1/2019; Role/Title: Insurance Broker; Investment related; 1 hour per month; 0 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-09-23 |
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