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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2022-05-05 |
| NJ | RA | APPROVED | 2022-03-18 |
| NY | RA | APPROVED | 2022-03-18 |
| TX | RA | APPROVED_RES | 2022-03-18 |
Branch Locations
200 W 41St Street Suite 1902, New York, NY 10036 • United States
Westfield, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rutgers University | New Brunswick | NJ | 09/2006 | 03/2022 |
| Metlife | New York | NY | 11/2015 | 03/2017 |
| Massmutual Life Insurance Co | New York | NY | 07/2016 | 03/2022 |
| Mml Investors Services, Llc | New York | NY | 03/2017 | 03/2022 |
| Ameriprise Financial Services Llc | New York | NY | 03/2022 | Present |
Independent Insurance Brokering; Guardian; 03/18/2022; / Penn Mutual; 03/18/2022; Disability Income / TransAmerica; 03/13/2023; / Group health; 08/01/2024; Health. Business Ownership; Tipping Point Wealth LLC; Run and co-manage team as well as my own book of business; Wholistic Financial Planning; 200 W 41 St, 21 Floor E, , New York, NY, 10036; Investment-Related; 05/26/2021; 60 hours per month; 60 during trading hours / Garrett Hurley; Run team with co-managing partner and own BOB; Wholistic Financial Planning; 200 W 41 St, 21 Floor E, , New York, NY, 10036; Investment-Related; 03/18/2022; 60 hours per month; 60 during trading hours / Hurley Squared Consulting; Co-owner; Consulting; 125 Effingham Place, , Westfield, NJ, 07090; Not Investment-Related; 06/01/2024; 0 hours per month; 0 during trading hours / Hurley Squared Syndicate; Owner; Real Estate; 125 Effingham Place, , Westfield, NJ, 07090; Not Investment-Related; 06/01/2024; 0 hours per month; 0 during trading hours / Hurley Squared LLC; Co-owner; Consulting; 125 Effingham Place, , Westfield, NJ, 07090; Not Investment-Related; 05/10/2024; 1 to 9 hours per month; 1 to 9 during trading hours / Hurley Squared Coaching; Owner; Consulting; 125 Effingham Place, , Westfield, NJ, 07090; Not Investment-Related; 05/10/2024; 1 to 9 hours per month; 1 to 9 during trading hours / Hurley Squared Travel; Owner; As per discussions, we wanted to add a travel concept where we would be able to complete travel for HNW/UNHNW families, with proceeds going to a charitable foundation; 125 Effingham Place, , Westfield, NJ, 07090; Not Investment-Related; 09/19/2025; 1 to 9 hours per month; 0 during trading hours / Brix Brokerage; Strategic decision making on acquisition of clients in the property and casualty insurance space; PROPERTY AND CASAULTY INSURANCE WEBSITE REDIRECTING TO NEW SITE UNDER HURLEY SQUARED BROKERAGE; 28 River Drive, , Marlboro, NJ, 07746; Not Investment-Related; 01/01/2020; 1 to 9 hours per month; 0 during trading hours / Hurley Squared Brokerage; Owner; property and casualty insurance - this is actually same OBA as BRIX BROKERAGE, but we need to file for a name change. In talks with compliance, we were advised to first add the new OBA, we will remove Brix Brokerage once approved; 28 RIVER DRIVE, , MARLBORO, NJ, 07746; Not Investment-Related; 11/14/2025; 1 to 9 hours per month; 0 during trading hours. Fiduciary Activities; Trustee, distribution advisor. Outside Employment; Tipping Point Wealth LLC; Managing Partner - Run and co-manage team as well as my own book of business; ; 200 W 41 St, 21 Floor E, , New York, NY, 10036; Investment-Related; 05/26/2021; 60 hours per month; 60 during trading hours / Garrett Hurley; CEO/President - Run team with co-managing partner and own BOB; ; 200 W 41 St, 21 Floor E, , New York, NY, 10036; Investment-Related; 03/18/2022; 60 hours per month; 60 during trading hours. Other Business Activities; Getting Out Gracefully; Book publisjed; 86 Will Lane, , Watchung, NJ, 07069; Not Investment-Related; 07/15/2019; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-06-26 |
| S63 | Uniform Securities Agent State Law Examination | 2008-04-12 |
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