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345 Kinderkamack Road, Suite B, Westwood, NJ 07675 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-12-09 |
| NJ | RA | APPROVED | 2022-12-05 |
Branch Locations
101 Crawfords Corner Road Suite 4125, Holmdel, NJ 07733 • United States
345 Kinderkamack Road, Suite B, Westwood, NJ 07675 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Company | Shrewsbury | NJ | 06/2011 | 06/2018 |
| Lpl Financial | Holmdel | NJ | 10/2022 | Present |
| West Capital Strategies, Llc | Toms River | NJ | 06/2018 | 10/2022 |
| The Fortis Agency, Llc | Holmdel | NJ | 07/2019 | 10/2022 |
| Self Employed | Toms River | NJ | 06/2018 | 10/2022 |
| Fortis Group Advisors, Llc | Holmdel | NJ | 11/2022 | Present |
1.) 10/2022 / Christopher Edwards Financial Associates / DBA for LPL Business (entity for LPL business) / Investment Related / 160 HRS PER MNTH & 8 HRS During Trading-100 Time Spnt Prcnt / Holmdel, NJ 2.) 07/2019 / THE FORTIS AGENCY, LLC / INSURANCE / INVESTMENT RELATED / 200 HOURS PER MONTH & 825 HOURS PER WEEK DURING SECURITIES TRADING HOURS / HOLMDEL, NJ 3.) 06/2018 / WEST CAPITAL STRATEGIES, LLC / INSURANCE-PARTNER / NON-INVESTMENT RELATED / TOMS RIVER , NJ / 200 HOURS ER MONTH & 25 HOURS DURING SECURITIES TRADING HOURS PER WEEK 4.) 09/2022 / BCD HOLDING, LLC / NON-INVESTMENT RELATED / HOLDING COMPANY FOR INVESTMENT IN RESTAURANT / PARTNER <5 HOURS PER MONTH AND 0 HOURS DURING SECURITIES TRADING. 5.) 12/12/2023 - Real Estate Rental - Co-Owner - Investment Related - Tannersville, NY - Start Date 12/27/2023 - 2 Hours Per Month/ 0 Hours During Trading 6.) RWJ COMMUNITY MEDICAL CENTER FOUNDATION. NOT INVESTMENT RELATED. TOMS RIVER, NJ. BOARD MEMBER. START DATE: 07/2024. 0 HRS/MNTH DURING SECURITIES TRADING HOURS. 4 HRS/MNTH OUTSIDE OF SECURITIES TRADING HOURS. 7.) Morris County Chamber of Commerce. Not Investment Related. Morris County, NJ. Business & Tourism Community. Board Member. Start Date: 01/2019. 4 Per Month. 0 Hours During Securities Trading Hours. Serve on the board to help the Morris County Business and Tourism Community as a business leader in the community. 8.) Klondike Lodge. Not Investment Related. Tannersville, NY. Home Rental. Rental Property Owner. Start Date: 07/2025. 1 Hour per Month. 0 Hours During Securities Trading Hours. Home Rental During The Summer.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-08 |
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