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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 | 2023-08-10 |
Branch Locations
1800 Route 34 Bldg 2 Ste 201, Wall, NJ 07719 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| General Claims Investigation Corp | Staten Island | NY | 06/1995 | 05/2018 |
| Wells Fargo Advisors Financial Network, Llc | Oakhurst | NJ | 06/2014 | 05/2018 |
| Securian Financial Services Inc | St. Paul | ME | 11/2018 | 08/2023 |
| Minnesota Life Insurance Company | St. Paul | MN | 11/2018 | 08/2023 |
| Mid-Atlantic Resource Group | Wall | NJ | 11/2018 | Present |
| Adecco | New York | NY | 05/2018 | 11/2018 |
| Cetera Wealth Services, Llc | Wall | NJ | 08/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2023 | Present |
| Margfinancial | Wall | NJ | 01/2021 | Present |
1) MARG FIXED INSURANCE POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 2 START DATE: 11/01/2018 ADDRESS: , New York NY , United States DESCRIPTION: Agent/Broker 2) NAME OF OTHER BUSINESS: MARGFINANCIAL; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE:01/01/2021; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 60, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-12-18 |
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