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Current Employers
Thepartners Wealth Management

Nw Corner Ocean Avenue And Mission Street Second Level, Carmel By The Sea, CA 93921 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2026-07-29
VA RA APPROVED 2026-07-22
CA RA APPROVED 2026-07-20
MD RA APPROVED 2026-07-19
NY RA APPROVED 2026-07-17
TX RA APPROVED_RES 2026-07-17
  • NJ RA
    APPROVED
    Since 2026-07-29
  • VA RA
    APPROVED
    Since 2026-07-22
  • CA RA
    APPROVED
    Since 2026-07-20
  • MD RA
    APPROVED
    Since 2026-07-19
  • NY RA
    APPROVED
    Since 2026-07-17
  • TX RA
    APPROVED_RES
    Since 2026-07-17

Branch Locations

Nw Corner Ocean Avenue And Mission Street Second Level, Carmel By The Sea, CA 93921 • United States

Brooklyn, NY • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mass Mutual Life Insurance Co New York NY 07/2019 03/2020
Mml Investors Services, Llc New York NY 09/2019 03/2020
Children's Apparel Network New York NY 01/2015 07/2019
Hornor Townsend & Kent Llc Horsham PA 03/2020 07/2026
Thepartners Wealth Management Carmel By The Sea CA 07/2026 Present
  • 07/2019 → 03/2020
    Mass Mutual Life Insurance Co
    New York, NY
  • 09/2019 → 03/2020
    Mml Investors Services, Llc
    New York, NY
  • 01/2015 → 07/2019
    Children's Apparel Network
    New York, NY
  • 03/2020 → 07/2026
    Horsham, PA
  • 07/2026 → Present
    Carmel By The Sea, CA
Previous Registrations
Other Businesses

1) TRAVEL AGENT POSITION: Proprietor/Owner NATURE: Travel Agent INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2024 ADDRESS: 2235 Ocean Parkway, Brooklyn NY 11223, United States DESCRIPTION: As a travel agent I will be researching different hotel options for individuals and help them book the hotel they like best. 2) INSURANCE AGENT; INVESTMENT RELATED; 2235 Ocean Parkway, Brooklyn NY 11223; DESCRIPTION: INDEPENDENT INSURANCE AGENT.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-10-11
  • S66 Uniform Combined State Law Examination
    2019-10-11
Other Names
  • Joseph Shalom
  • Joe Shalom

View on SEC IAPD

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