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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-06-14 |
Branch Locations
92 East Main Street Ste. 406, Somerville, NJ 08876 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Company | New York | NY | 06/2018 | 10/2018 |
| Mml Investors Services, Llc | New York | NY | 09/2018 | 10/2018 |
| Full Time Student | Geneva | NY | 05/2008 | 05/2018 |
| Northeast Wealth Planners | Somerville | NJ | 06/2017 | 08/2017 |
| Securities America, Inc. | Somerville | NJ | 11/2018 | 06/2024 |
| Securities America Advisors, Inc. | Somerville | NJ | 01/2019 | 06/2024 |
| Osaic Wealth, Inc. | Somerville | NJ | 06/2024 | Present |
| Osaic Wealth, Inc. | Somerville | NJ | 06/2024 | Present |
1. Name: Insurance Sales Position: Insurance Agent - Nature: Insurance Sales - Investment Related: Yes Hours: 5 - Securities Trading Hours: 1 - Start Date: 02/26/2018 - Address: 92 E Main St, Suite 406, Somerville NJ 08876, United States 2. DBA: Northeast Wealth Planners
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-01-23 |
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