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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-08-10 |
| TX | RA | APPROVED | 2023-08-10 |
Branch Locations
2317 Rt 34 St 1D & 1E, Manasquan, NJ 08736 • United States
Brick, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allied Wealth Partners | Manasquan | NJ | 06/2021 | Present |
| Securian Financial Services | Saint Paul | MN | 06/2021 | 08/2023 |
| Minnesota Life Insurance Company | Saint Paul | MN | 06/2021 | 08/2023 |
| Country Club Services | Millburn | NJ | 03/2016 | 09/2016 |
| Empanada Guy | Freehold | NJ | 03/2017 | 09/2018 |
| Saint John Vianney High School | Holmdel | NJ | 09/2014 | 05/2017 |
| Elon University | Elon | NC | 08/2017 | 05/2021 |
| Cetera Wealth Services, Llc | Manasquan | NJ | 08/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2023 | Present |
| Hawthorne Wealth Management Llc | Brick | NJ | 11/2025 | Present |
1) AWP FIXED INSURANCE POSITION: Independent Contractor NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 06/25/2021 ADDRESS: 14 Walsh Dr, #100, Parsippany NJ 07054, United States DESCRIPTION: Fixed insurance sales through outside carriers approved by Allied Wealth Partners 2) NAIFA NJ YAT CHAIR POSITION: Volunteer NATURE: Volunteer/Community Outreach INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/02/2023 ADDRESS: 2901 Telestar Ct., Falls Church VA 22042, United States DESCRIPTION: Serve in A volunteer position with NAIFA New Jersey as the Youth Advisor Training Chair. 3) NAME OF OTHER BUSINESS: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS, INVESTMENT RELATED: NO, ADDRESS: 1000 WILSON BLVD, ARLINGTON, VA 22209, NATURE OF BUSINESS: NON-PROFIT, START DATE: 04/2024, POSITION/TITLE/RELATIONSHIP: SECRETARY, APX NUMBER OF HOURS PER WEEK: 1, APX NUMBER OF HOURS DURING TRADING HOURS: 1, BRIEF DESCRIPTION OF DUTIES: MAINTAINING ADMINISTRATIVE TASKS DURING CHAPTER MEETINGS; 4) NAME OF OTHER BUSINESS: HAWTHORNE WEALTH MANAGEMENT LLC; INVESTMENT RELATED: NO; ADDRESS: 30 WARD DRIVE, BRICK, NJ 08723; NATURE OF BUSINESS: EXPENSE MANAGEMENT; START DATE: 11/2025; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: EXPENSE MANAGEMENT LLC;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-31 |
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