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475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-05-28 |
Branch Locations
475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
200 Connell Dr Suite 100, Berkeley Heights, NJ 07922 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M Holdings Securities, Inc. | Portland | OR | 07/2019 | 05/2025 |
| Beneficial Wealth | Berkeley Heights | NJ | 07/2019 | Present |
| Self Employed | Bridgewater | NJ | 02/2019 | 06/2019 |
| C2P Capital Advisory Group, Llc Dba Prosperity Capital Advisors | Westlake | OH | 11/2023 | 05/2025 |
| Health Insurance Sales | Berkeley Heights | NJ | 01/2015 | Present |
| The Leaders Group Inc | Summit | NJ | 05/2025 | Present |
| Simplicity Wealth | Summit | NJ | 05/2025 | Present |
| One Team Financial | Berkeley Heights | NJ | 07/2019 | 05/2025 |
Beneficial Wealth; Investment Related, No; 200 Connell Drive, Berkeley Heights, NJ 07922 - Insurance Sales, Service business health insurance book of business, business health insurance, 5 hrs/mo; 5 hrs/mo (during trading hours). Business health Insurance. Stephen Bene; Investment Related, No; 200 Connell Drive, Berkeley Heights, NJ 07922 - Registered Insurance Agent; Service business health insurance book of business, business health insurance, 5 hrs/mo; 5 hrs/mo (during trading hours). Business health Insurance.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-11-09 |
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