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328 Newman Springs Road, Red Bank, NJ 07701 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2019-10-01 |
Branch Locations
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allstate Insurance Co | Staten Island | NY | 03/2016 | 06/2019 |
| Unemployed | Staten Island | NY | 06/2019 | 08/2019 |
| Garden State Securities | Red Bank | NJ | 08/2019 | Present |
1. LIFE, HEALTH, PROPERTY & CASUALTY INSURANCE AGENT, 08/2019-PRESENT, APPROX 20-40/HRS PER MONTH, CONDUCTED OUT OF REGISTERED BRANCH OFFICE LOCATION. 2. AFLAC. 3-5 HRS/WEEK, REFERRING BUSINESS CLIENTS FOR INSURANCE PRODUCTS & SERVICES, CONDUCTED OUT OF REGISTERED BRANCH LOCATION. 3. PENN GLOBAL MARKETING, PARTNER, NOT INVESTMENT-RELATED, SALE OF INSURANCE-ONLY PRODUCTS, BEG. AUG 2023, 20 HRS/MONTH. 4. CLEAR STONE FINANCIAL GROUP. DBA ONLY, BEGINNING 05/2025.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-12-31 |
| S63 | Uniform Securities Agent State Law Examination | 2013-06-11 |
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