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557 Cranbury Rd Suite 16, East Brunswick, NJ 08816 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APP_PEND_IARCE | 2026-01-01 |
| NY | RA | APPROVED | 2021-04-17 |
Branch Locations
557 Cranbury Rd Suite 16, East Brunswick, NJ 08816 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pcb Enterprise | Brooklyn | NY | 09/2003 | 12/2024 |
| Pcb Financial Llc | Woodbridge | NJ | 08/2013 | Present |
| Lincoln Financial Securities Corporation | North Brunswick | NJ | 09/2016 | 07/2020 |
| Pcb Capital Llc | North Brunswick | NJ | 07/2020 | Present |
| Pcb Consultants | Brooklyn | NY | 12/2017 | 12/2024 |
1. PCB Financial Advisory Group, 825 Georges Road, North Brunswick, NJ 08902 Category: Insurance/LLC Investment-Related: Yes Title: Owner Duties: Offer and sell Fixed Annuities, Equity-Indexed Annuities, and Traditional Life Insurance Start Date: 6/2013 Hours per month: 25 Hours per month during trading hours: 0 2. PCB VENTURES 1 LLC, 6545 MARKET AVE N SUITE 100 CANTON OH 44721 Investment-Related: No Title: Owner Duties: Monitor (Not Manage) Start Date: 2025-05-01 Hours per month: 5 Hours per month during trading hours: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-08-11 |
| S63 | Uniform Securities Agent State Law Examination | 2016-06-23 |
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