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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-08-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securian Financial Services | Saint Paul | MN | 06/2021 | 08/2023 |
| Minnesota Life Insurance Company | Saint Paul | MN | 06/2021 | 08/2023 |
| Allied Wealth Partners | Manasquan | NJ | 06/2021 | Present |
| Allied Wealth Partners | Manasquan | NJ | 03/2020 | 06/2021 |
| Monmouth University | West Long Branch | NJ | 09/2016 | 05/2021 |
| Jersey Mike's/ Bcm Subs Llc | Manasquan | NJ | 09/2014 | 01/2022 |
| Mid Atlantic Resource Group | Wall | NJ | 06/2019 | 08/2019 |
| Cetera Wealth Services, Llc | Manasquan | NJ | 08/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2023 | Present |
| Fcf, Llc | Wall | NJ | 02/2026 | Present |
| Fcf Partners, Llc | Wall Township | NJ | 07/2026 | 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: 06/17/2021 ADDRESS: 14 Walsh Drive, #100, Parsippany NJ 07054, United States DESCRIPTION: Fixed Insurance sales through outside carriers approved by Allied Wealth Partners 2) NAME OF OTHER BUSINESS: CG MONETA CONSULTING; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: REFERRAL RELATIONSHIP START DATE: 01/2024; POSITION/TITLE/RELATIONSHIP: REFERRER; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: REFERRING TO POSSIBLE CLIENTS FOR CONSULTING MEDICAL BILLING SERVICES OFFERED BY CG MONETA AND BEING PAID FOR THOSE EFFECTIVE REFERRALS; 3) NAME OF OTHER BUSINESS: FCF, LLC; INVESTMENT RELATED: NO; ADDRESS: 436 DEUCE DR, WALL, NJ 07719; NATURE OF BUSINESS: EXPENSE MANAGEMENT; START DATE: 2/2026; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 0.5; BRIEF DESCRIPTION OF DUTIES: RESPONSIBLE FOR DAY-TO-DAY OPERATIONS OF TAX ENTITY; 4) NAME OF OTHER BUSINESS: FCF PARTNERS, LLC; INVESTMENT RELATED: NO; ADDRESS: 436 DEUCE DR, WALL TOWNSHIP, NJ 07719; NATURE OF BUSINESS: REFERRAL PARTNERSHIP; START DATE: 7/2026; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 10; APX NUMBER OF HOURS DURING TRADING HOURS: 2; BRIEF DESCRIPTION OF DUTIES: MAKING INFORMED, REASONABLE DECISIONS IN GOOD FAITH AND AVOIDING RECKLESS BUSINESS PRACTICES;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-11 |
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