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345 Kinderkamack Road, Suite B, Westwood, NJ 07675 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-09-24 |
Branch Locations
345 Kinderkamack Road, Suite B, Westwood, NJ 07675 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foresters Financial Services | Iselin | NJ | 06/2016 | 03/2017 |
| Foresters Financial Services | Iselin | NJ | 03/2017 | 07/2019 |
| Lpl Financial, Llc | Westwood | NJ | 07/2019 | Present |
| Fortis Group Advisors, Llc | Westwood | NJ | 08/2019 | Present |
| Fortis Agency | Westwood | NJ | 10/2021 | Present |
| Sebak And Monner | Holmdel | NJ | 10/2021 | Present |
1. 8/28/2019 - Fortis Group Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Admin. - Started 08/12/2019 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide administrative support to Fortis Group Advisors, an independent investment advisor firm. I started this business activity in 08/2019. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 2. 3/23/2021 - Fortis Agency - Not Investment Related - 101 Crawford Corner Rd. Suite 1432 Holmdel, NJ 07733 - Outside/W-2 Employment - Started 11/02/2020 - 30 Hours Per Month/3 Hours During Securities Trading - Perform admin duties for the partners of the firm. 3. 05/23/2022 - No Business Name - Investment Related - At Reported Business Location(s) - Other - Notary Public - Start Date - 05/18/2022 - 0 Hours Per Month/ 0 Hours During Securities Trading - Notary. 4. 03/26/2024 - Silver Bay Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 01/01/2024 - 40 Hours Per Month/8 Hours During Securities Trading. 5. 10/28/2024 - Sebak and Monner Associates CPA - Investment Related - 101 Crawfords Corner Road, Suite 4125, Holmdel, NJ 07733 - Outside/W-2 Employment - Start Date 01/01/2024 - 114 Hours Per Month/ 5 Hours During Securities Trading. 6. 02/03/2025- The Fortis Agency- Non-Variable Insurance - Producer- Investment Related - At Reported Business Location(s) - Start Date 02/07/2025- 1 hour per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-24 |
| S63 | Uniform Securities Agent State Law Examination | 2016-09-01 |
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