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32 Collis Lane Suite A, Chester, NJ 07930 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-06-27 |
| SC | RA | APPROVED | 2023-04-18 |
Branch Locations
32 Collis Lane Suite A, Chester, NJ 07930 • United States
770 Pelham Road Suite 203 A, Greenville, SC 29615 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Assurance Group | Greenville | SC | 04/2016 | Present |
| Alphastar Capital Management, Llc | Cornelius | NC | 11/2019 | 02/2023 |
| The Wealth Boutique Dba As Clarity Financial Advisory | Chester | NJ | 02/2023 | Present |
The Assurance Group, Investment Related, 3453 Pelham Road, Suite 204, Greenville, SC 29615, District Sales Director, Insurance Sales: Life, Health, Fixed Index Annuities. 195 hours per month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-04-17 |
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