James David Montijo

Current Employers

Employment History

• 01/2020 → 09/2021
  Massmutual Life Insurance Co
  Paramus, NJ
• 02/2021 → 09/2021
  Mml Investors Services, Llc
  Paramus, NJ
• 01/2014 → 07/2020
  Autopart International
  Astoria, NY
• 09/2021 → 12/2023
  Allied Wealth Partners
  New York, NY
• 09/2021 → 08/2023
  Minnesota Life Insurance Co
  St Paul, MN
• 09/2021 → 08/2023
  Securian Financial Services Inc
  St Paul, MN
• 08/2023 → 12/2023
  Cetera Advisor Networks Llc
  New York, NY
• 08/2023 → 12/2023
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 12/2023 → 11/2024
  Pruco Securities, Llc
  Forest Hills, NY
• 12/2023 → Present
  The Prudential Insurance Company Of America
  Forest Hills, NY
• 11/2024 → Present
  Lpl Enterprise, Llc
  Forest Hills, NY

Previous Registrations

• 2023-12-18 → 2024-11-14
  Pruco Securities, Llc.
  Forest Hills, NY
• 2023-08-10 → 2023-12-20
  Cetera Investment Advisers Llc
  New York, NY
• 2021-09-24 → 2023-08-10
  Securian Financial Services, Inc.
  New York, NY
  St. Paul, MN
• 2021-05-03 → 2021-09-17
  Mml Investors Services, Llc
  Paramus, NJ

Other Businesses

1) 02/10/2026-Nexus Point Advisors LLC-Referrer-Property and Casualty-Inv related-At Melville, NY-Start date 06/01/2022-8hrs/mth-4hrs/mth during trading 2) 07/17/2025-JGM Financial Advisors-Owner-DBA for LPL Business (entity for LPL business)-Inv related-At reported business location(s)-Start date 06/26/2025-210hrs/mth-210hrs/mth during trading 3) 04/07/2026-Combined Insurance-Referrer-Non-Variable Insurance-Inv related-At Forest Hills, NY-Start date 03/13/2026-4hrs/mth-0hrs/mth during trading 4) 06/12/2026-Solera Advisory Group-Financial planner-DBA for LPL Business (entity for LPL business)-Inv related-At reported business location(s)-Start date 06/10/2026-50hrs/mth-50hrs/mth during trading

Exams

• S66 Uniform Combined State Law Examination
  2021-04-26

Other Names

• James Montijo