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Current Employers
Mfg Investments, Llc

150 Himmelein Road Ste 9, Medford, NJ 08055 • United States

Current Registrations

AuthorityCategoryStatusDate
DE RA APPROVED 2024-09-18
NJ RA APPROVED 2024-09-12
  • DE RA
    APPROVED
    Since 2024-09-18
  • NJ RA
    APPROVED
    Since 2024-09-12

Branch Locations

150 Himmelein Road Ste 9, Medford, NJ 08055 • United States

21 Village Green Dr., Suite 104, Ocean View, DE 19970 • 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
Student Medford NJ 01/2010 05/2018
Utimate Events And Sports Phoenixville PA 05/2018 08/2018
Caraluzzo Vineland NJ 11/2018 12/2019
Securities Service Network Medford NJ 02/2020 05/2020
Triton Pacific Securities, Llc Dana Point CA 10/2020 09/2023
Unemployed N/A NJ 05/2020 10/2020
Securities America, Inc. San Clemente CA 09/2023 06/2024
Mfg Investments, Llc Medford NJ 09/2023 Present
Osaic Wealth, Inc. Ocean View DE 06/2024 Present
  • 01/2010 → 05/2018
    Student
    Medford, NJ
  • 05/2018 → 08/2018
    Utimate Events And Sports
    Phoenixville, PA
  • 11/2018 → 12/2019
    Caraluzzo
    Vineland, NJ
  • 02/2020 → 05/2020
    Securities Service Network
    Medford, NJ
  • 10/2020 → 09/2023
    Triton Pacific Securities, Llc
    Dana Point, CA
  • 05/2020 → 10/2020
    Unemployed
    N/A, NJ
  • 09/2023 → 06/2024
    Securities America, Inc.
    San Clemente, CA
  • 09/2023 → Present
    Medford, NJ
  • 06/2024 → Present
    Osaic Wealth, Inc.
    Ocean View, DE
Other Businesses

1) OSAIC WEALTH, INC; POSITION: Registered Representative; NATURE: Broker/Dealer; INVESTMENT RELATED: Yes ; NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 06/2024; ADDRESS: ;21 Village Green Dr., #104, Ocean View, DE 19970; DESCRIPTION: Investments/Trading 2) MFG INVESTMENTS, LLC; POSITION: Investment Advisor Representative; NATURE: Registered Investment Advisory firm; INVESTMENT RELATED: Yes ;NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 ;START DATE: 09/2023; ADDRESS: 150 Himmelein Rd, Suite 9, Medford, NJ 08055; DESCRIPTION: Investments/planning/asset allocation. 3) INSURANCE; POSITION: Agent; NATURE: Insurance; INVESTMENT RELATED: Yes; NUMBER OF HOURS: 24 ;SECURITIES TRADING HOURS: 20 ;START DATE: 10/31/2023; ADDRESS: 150 Himmelein Road, Suite 9, Medford, NJ 08055; DESCRIPTION: Insurance Planning 4) MFG INVESTMENTS; POSITION: Host NATURE: Podcast- Money Moves ( under our business MFG Investments, LLC) ;INVESTMENT RELATED: Yes; NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 ; START DATE: 01/06/2025; ADDRESS: 150 Himmelein Rd, Medford NJ 08055, United States; DESCRIPTION: Host of the podcast. 5) MFG INVESTMENTS LLC POSITION: Investment Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 170 SECURITIES TRADING HOURS: 150 START DATE: 11/01/2023 ADDRESS: 150 Himmelein Rd Suite 9, Medford NJ 08055, United States DESCRIPTION: Client Consultation and Relationship Management Financial Planning and Advisory Services. Investment Recommendations and Management Compliance and Regulatory Adherence Client Education and Communication Sales and Business Development Continuous Professional Development Ethical Conduct 6) INSURANCE POSITION: Licensed Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 30 START DATE: 10/31/2023 ADDRESS: 21 Village Green Drive, Suite 104, Ocean View DE 19970, United States DESCRIPTION: Sales 7) MFG INVESTMENTS POSITION: Host NATURE: Podcast- under our business MFG Investments, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/06/2025 ADDRESS: 150 Himmelein Rd, Medford NJ 08055, United States DESCRIPTION: Host of the podcast

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-06-25
  • S66 Uniform Combined State Law Examination
    2020-06-25
Other Names
  • Kevin Kennedy

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