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13500 Evening Creek Dr. N #555, San Diego, CA 92128 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-03-13 |
Branch Locations
150 Morristown Rd Suite 201, Bernardsville, NJ 07924 • United States
13500 Evening Creek Dr N #555, San Diego, CA 92128 • USA
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morris County Golf Club | Convent Station | NJ | 04/2016 | 10/2016 |
| Fairleigh Dickinson University - Intramural Program | Madison | NJ | 09/2016 | 05/2017 |
| Picatinny Arsenal Golf Club | Dover | NJ | 09/2013 | 11/2018 |
| Cornerstone Financial Partners Llc | Morristown | NJ | 05/2017 | 12/2023 |
| Equity Services, Inc. | Montpelier | VT | 07/2018 | 05/2021 |
| Madison Avenue Securities, Llc | San Diego | CA | 05/2021 | Present |
| Wealth Shield Financial | Bernardsville | NJ | 05/2017 | Present |
1) WEALTH SHIELD FINANCIAL LLC. 150 MORRISTOWN ROAD, SUITE 201, BERNARDSVILLE, NJ 07924- INV REL. JUNE 2020. INS SALES, AGENT. SALE/SERVICE OF FIXED INS PRODUCTS. DURING TRADE HRS. 2) AE MEDICARE SOLUTIONS; NOT INVESTMENT RELATED; REFERRING CLIENTS FOR MEDICAREPLANNING; REFERRING REP; 1-2 HOURS PER WEEK; JUNE 2026
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-10 |
| S63 | Uniform Securities Agent State Law Examination | 2018-12-20 |
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