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Michael Alan Karlin

Invst, LLC

Indianapolis, IN

Colts Neck, NJ

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Current Employers
Invst, Llc

3625 E 96Th St, Indianapolis, IN 46240 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2022-07-11
  • NJ RA
    APPROVED
    Since 2022-07-11

Branch Locations

3625 E 96Th St, Indianapolis, IN 46240 • United States

293 Rt. 34, Colts Neck, NJ 07722 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Guardian Life Insurance Co Of America Cranford NJ 02/2015 01/2019
Park Avenue Securities, Llc Cranford NJ 12/2017 01/2019
Guardian Life Insurance Colts Neck NJ 02/2019 05/2022
Park Avenue Securities Colts Neck NJ 02/2019 05/2022
Guardian Life Insurance Holmdel NJ 10/2019 04/2021
Park Avenue Securities Holmdel NJ 10/2019 04/2021
Invst Llc Colts Neck NJ 06/2022 Present
  • 02/2015 → 01/2019
    Guardian Life Insurance Co Of America
    Cranford, NJ
  • 12/2017 → 01/2019
    Park Avenue Securities, Llc
    Cranford, NJ
  • 02/2019 → 05/2022
    Guardian Life Insurance
    Colts Neck, NJ
  • 02/2019 → 05/2022
    Park Avenue Securities
    Colts Neck, NJ
  • 10/2019 → 04/2021
    Guardian Life Insurance
    Holmdel, NJ
  • 10/2019 → 04/2021
    Park Avenue Securities
    Holmdel, NJ
  • 06/2022 → Present
    Colts Neck, NJ
Other Businesses

1. Non Guardian Insurance Products Start: 02/16/2015 Address: 1150 Raritan Road Cranford, NJ 07016 5 bus hrs per month Investment related 2. Passive rental property Part owner of property on occasional rental Start: 01/01/2019 Address: 1110 Circle Terrace West Delray Beach, Florida 33445 1 non bus hr per month Investment related 3. Rental Property Passive Rental Property Start: 01/01/2019 Address: 7479 Glendevon Lane Delray Beach, Florida 33446 1 bus hr per month Investment related

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-06-03
S63 Uniform Securities Agent State Law Examination 2018-04-09
  • S65 Uniform Investment Adviser Law Examination
    2022-06-03
  • S63 Uniform Securities Agent State Law Examination
    2018-04-09

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