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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-03-17 |
| NJ | RA | APPROVED | 2018-05-01 |
Branch Locations
1963 State Route 34 Bldg B Suite 201, Wall, NJ 07719 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Princeton Capital Management Inc. | Princeton | NJ | 05/2016 | 02/2018 |
| Nylife Securities Llc | Wall | NJ | 03/2018 | Present |
| New York Life Insurance Company | Wall | NJ | 03/2018 | Present |
| Elite Entertainment | Tinton Falls | NJ | 10/2017 | Present |
| Eagle Strategies Llc | Wall | NJ | 04/2018 | Present |
| Podell Financial Group, Llc | Wall | NJ | 10/2020 | 06/2023 |
| Gm Wealth Partners, Llc | Wall | NJ | 10/2025 | Present |
[Elite Entertainment; Wedding DJ; 2 hartford dr. tinton falls nj 07701; Start Date 10/2017; Role/Title: Employee; Not Investment Related; 10 hours per month; 0 hours per month during securities trading hours; wedding dj] [David's Dream and Believe Cancer Foundation; cancer foundation that helps cancer patients by giving them direct financial aid; board member; non investment related; start date 06/2018; 364 N. main st. Manahawkin, NJ 08050; 5 hours per month; volunteer time by helping with events and bring awareness to the foundation] [Insurance Brokering; APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 1963 rt 34 BLDG B wall NJ 07753; Start Date 10/2020; Role/Title: Insurance Broker; Investment Related; 5 hours per month; 5 hours per month during securities trading hours] [Danner - Music producer; Music producer / DJ; 236 hillside dr neptune nj 07753; Start Date 02/2024; Role/Title: Owner; Not Investment Related; 10 hours per month; 0 hours per month during securities trading hours] [Robin Mainardi Scholarship fund; This is a scholarship fund that has been started in memory of a passed client. The fund will award a scholarship annually to a student from the high school ; 5 post court Kinnelon NJ 07405; Start Date 06/2024; Role/Title: Board Member; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours; selecting recipient of scholarship annually.] [Two Rivers Title Company, LLC ; Title insurance sales. title insurance brokering; 40 NJ-36 E, West Long Branch, NJ 07764, United States; Start Date 08/2024; Role/Title: Independent Contractor; Investment Related; 5 hours per month; 5 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF GM Wealth Partners, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; WALL NJ; START DATE: 10/2025] [Liminal Records LLC dba Liminal Records / events; This is a record label and music event company. ; 2343 Greenwich street Philadelphia pa 19146; Start Date 02/2026; Role/Title: Owner; Not Investment Related; 5 hours per month; 0 hours per month during securities trading hours] [Vintora Solutions LLC; tech company that offers an online tech platform for property and casualty agents to assist with data collection / input for insurance applications. The technology acts as a substitute for administrative personnel. ; 602 higgins ave ste 1 brielle nj 08730; Start Date 05/2026; Role/Title: Owner; Investment Related; 10 hours per month; 10 hours per month during securities trading hours; marketing support] Text to set:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-11-01 |
| S63 | Uniform Securities Agent State Law Examination | 2012-02-24 |
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