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350 Passaic Avenue Suite 201, Fairfield, NJ 07004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2022-09-22 |
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 |
|---|---|---|---|---|
| Metlife Securities Inc | Staten Island | NY | 09/2011 | 03/2017 |
| Massachusetts Mutual Life Insurance Company | Springfield | MA | 07/2016 | 10/2017 |
| Mml Investors Services, Llc | Staten Island | NY | 03/2017 | 10/2017 |
| New York Life Insurance Company | Edison | NJ | 10/2017 | 09/2022 |
| Nylife Securities Llc | Edison | NJ | 11/2017 | 09/2022 |
| Eagle Strategies Llc | Edison | NJ | 12/2017 | 09/2022 |
| Strata Capital Group, Llc | Staten Island | NY | 07/2018 | Present |
| Cornerstone Planning Group, Llc | Fairfield | NJ | 09/2022 | Present |
[Insurance Brokering; appointed with outside carriers for the purpose of brokering non-registered insurance products-started 1/2017; 56 Ocean Terrace, Staten Island, NY 10314; 4 hours per month] [OPERATING UNDER THE DBA NAME OF STRATA CAPITAL GROUP, LLC FOR THE PURPOSE OF SELLING LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; STATEN ISLAND, NY; START DATE: 07/2018]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-09-26 |
| S63 | Uniform Securities Agent State Law Examination | 2011-12-22 |
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