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Freehold, NJ • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2020-03-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Company Of America | Manasquan | NJ | 07/2013 | 08/2017 |
| Park Avenue Securities Llc | Manasquan | NJ | 09/2013 | 08/2017 |
| The Genwealth Group, Inc. | Maplewood | NJ | 08/2017 | 10/2019 |
| Purshe Kaplan Sterling Investments | Albany | NY | 08/2017 | 12/2018 |
| The Genwealth Group, Inc. | Maplewood | NJ | 03/2019 | 10/2019 |
| Lasting Wealth Principles | Freehold | NJ | 01/2020 | Present |
| Park Avenue Securities | Manasquan | NJ | 02/2014 | 08/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-02-03 |
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