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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-05-01 |
| NJ | RA | APPROVED | 2024-04-26 |
Branch Locations
70 E Water St, Toms River, NJ 08753 • United States
One Huntington Quadrangle Suite 1C01, Melville, NY 11747 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Voya Financial Advisors, Inc. | Woodbridge | NJ | 04/2015 | 03/2019 |
| Pruco Securities, Llc | Toms River | NJ | 09/2023 | 04/2024 |
| The Prudential Insurance Company Of America | Toms River | NJ | 09/2023 | 04/2024 |
| Total Benefit Communications (Tbc) | Atlanta | GA | 03/2023 | 04/2024 |
| Vestwell | New York | NY | 03/2019 | 03/2023 |
| 732 Productions | Middletown | NJ | 06/2018 | Present |
| 732 Financial | Pine Beach | NJ | 09/2023 | Present |
| Rho | New York | NY | 11/2023 | 02/2024 |
| Voya Financial Advisors | Windsor | CT | 04/2024 | Present |
| 732 Financial | Pine Beach | NJ | 08/2023 | Present |
732 PRODUCTIONS, LLC; DBA POETS DOWN HERE, LLC POSITION: Co-owner NATURE: Arts, Entertainment, and Recreation INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2018 ADDRESS: 18 Unity Court, Middletown NJ 07748, United States DESCRIPTION: Video Production - Documentaries LUNCHBOX.IO POSITION: Mentor/Advisor NATURE: Accommodation, Hospitality and Food Service INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 10/20/2022 ADDRESS: 1216 Broadway, Suite 305, New York NY 10001, United States DESCRIPTION: Restaurant technology/mentor on client support and operations PINE BEACH LAND USE BOARD POSITION: Committee Board Member NATURE: Government and Civic Body INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 08/20/2023 ADDRESS: 599 Pennsylvania Ave, Pine Beach NJ 08741, United States DESCRIPTION: Attend monthly meetings/vote 732 FINANCIAL POSITION: Financial Advisor & Founder NATURE: LLC established to act as a DBA for retail financial advisory practice. INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 08/01/2023 ADDRESS: 100 Motor Road, Pine Beach NJ 08741, United States DESCRIPTION: Financial Advisor/Owner.732 Financial is my dba name to conduct all retail activity. Services included: Financial Planning, Wealth Management, Insurance INDEPENDENT INSURANCE AGENT POSITION: Independent Insurance Agent NATURE: Fixed insurance sales INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 09/17/2024 ADDRESS: 100 Motor Road, Pine Beach NJ 08741, United States DESCRIPTION: Sales of fixed insurance products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-01 |
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