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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-04-17 |
| NJ | RA | APPROVED | 2018-05-30 |
Branch Locations
1967 Highway 34 Building C, Suite 201, Wall, NJ 07719 • United States
215 Morris Avenue Suite 2, Spring Lake, NJ 07762 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northstar Resource Group | Philadelphia | PA | 02/2016 | 10/2017 |
| Minnesota Life Insurance Co | St Paul | MN | 02/2016 | 10/2017 |
| Securian Financial Services Inc | St Paul | MN | 02/2016 | 10/2017 |
| Garden State Securities, Inc. | Red Bank | NJ | 10/2017 | 03/2018 |
| Unemployed | Spring Lake | NJ | 04/2018 | 05/2018 |
| Axa Advisors, Llc | New York | NY | 05/2018 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 05/2018 | Present |
01/01/2019-Modern Tax Advisors, LLC, 215 Morris Avenue, Unit 2, Spring Lake, NJ 07762, tax preparer, 25 hrs/month, $50,000 annual comp; 1/31/21 - owner of rental property, Bawnboy Holdings Inc. 215 Morris Avenue, Suite 2, Spring Lake NJ 07762, 2 hours/month, $1000/year; 10/01/2023, Manasquan AYF, 195 Broad St, Manasquan, NJ 08736, Treasurer for youth football league, 2 hrs/month, $0 comp; Outside Insurance Business
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-08-08 |
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