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402 Higgins Ave, Brielle, NJ 08730 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2018-06-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Police And Firemen'S Insurance Association | Carmel | IN | 01/2005 | 11/2016 |
| Guardian Life Insurance | Brielle | NJ | 04/2014 | 06/2018 |
| Park Avenue Securities | Brielle | NJ | 08/2015 | 06/2018 |
| Shore Point Advisors | Brielle | NJ | 05/2018 | Present |
(1) JCL FINANCIAL LLC; INVESTMENT RELATED; 402 Higgins Ave, Brielle, NJ 08730; LIFE/DISABILITY/LONG TERM CARE INSURANCE; AGENT, START DATE: 5/2018; HOURS/MONTH: .1; HOURS DURING SECURITIES TRADING HOURS: .1; SALES OF LIFE, DISABILITY AND LONG TERM CARE INSURANCE
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-12-18 |
| S63 | Uniform Securities Agent State Law Examination | 2016-08-19 |
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