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150 Himmelein Road Ste 9, Medford, NJ 08055 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2024-09-18 |
| NJ | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-06-25 |
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