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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-06-29 |
Branch Locations
2333 Whitehorse-Mercerville Rd Ste 6, Hamilton, NJ 08619 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Falzone Financial Services | Hamilton | NJ | 01/2011 | 01/2019 |
| Voya Financial Advisors | Hamilton | NJ | 09/2014 | 06/2021 |
| Cetera Wealth Services, Llc | El Segundo | CA | 06/2021 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 2333 Whitehorse-Mercerville Rd STE 5; Hamilton; NJ; 08619; Fixed Insurance Sales; Indpendent Insurance Agent; 10/15/2012; 160; 160; Sales of Fixed Insurance Products|NAME OF ENTITY:TJD Financial Services LLC; Yes; 2333 Whitehorse-Mercerville Road, Suite 6; Hamilton; NJ; 08619; FINANCIAL SERVICES/dba; Owner; 1/10/2019; 200; 35; SALE AND SERVICE INSURANCE, SECURITIES AND INVESTMENT PRODUCTS. PREPARE PERSONAL TAX RETURNS|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-06-19 |
| S63 | Uniform Securities Agent State Law Examination | 2012-11-02 |
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