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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-05-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mml Investors Services, Llc | Wall Township | NJ | 08/2024 | 05/2025 |
| Massmutual Life Insurance Co | Wall Township | NJ | 08/2024 | 05/2025 |
| Stevens Institute Of Technology | Hoboken | NJ | 09/2019 | 05/2023 |
| Harding Loevner | Bridgewater | NJ | 08/2023 | 03/2024 |
| Lacey Township High School | Lanoka Harbor | NJ | 09/2015 | 06/2019 |
| Unemployed | Lanoka Harbor | NJ | 03/2024 | 08/2024 |
| Safe Harbor Financial Llc | Wall | NJ | 05/2025 | Present |
| Cetera Advisors Llc | St Cloud | MN | 05/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 05/2025 | Present |
| Safe Harbor Wealth Partners | Wall | NJ | 06/2026 | Present |
1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 08/2024; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: none; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS; 2. NAME OF OTHER BUSINESS: SAFE HARBOR FINANCIAL LLC; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: DBA FOR FINANCIAL SERVICES; START DATE: 05/2025; POSITION/TITLE/RELATIONSHIP: ASSOCIATE; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES. CLIENT SERVICING AND PROSPECTING; 3. NAME OF OTHER BUSINESS: SAFE HARBOR WEALTH PARTNERS INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 06/2026 POSITION/TITLE/RELATIONSHIP: WEALTH MANAGEMENT ADVISOR APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-12 |
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