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Jacqueline Margaret Distefano

Invst, LLC

Colts Neck, NJ

Indianapolis, IN

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Current Employers
Invst, Llc

3625 E 96Th St, Indianapolis, IN 46240 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2023-06-05
  • NJ RA
    APPROVED
    Since 2023-06-05

Branch Locations

293 Route 34, Colts Neck, NJ 07722 • United States

3625 E 96Th St, Indianapolis, IN 46240 • 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
Invst, Llc Dba Levine Financial Group Colts Neck NJ 02/2022 Present
Park Avenue Securities New York NY 05/2021 01/2022
Afternoon Culture Freehold NJ 04/2020 05/2021
Student Freehold NJ 01/1999 04/2020
  • 02/2022 → Present
    Invst, Llc Dba Levine Financial Group
    Colts Neck, NJ
  • 05/2021 → 01/2022
    Park Avenue Securities
    New York, NY
  • 04/2020 → 05/2021
    Afternoon Culture
    Freehold, NJ
  • 01/1999 → 04/2020
    Student
    Freehold, NJ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-05-20
  • S65 Uniform Investment Adviser Law Examination
    2023-05-20

View on SEC IAPD

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