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402 Higgins Ave, Brielle, NJ 08730 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-05-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Shore Point Advisors, Llc | Brielle | NJ | 03/2025 | Present |
| Georgian Court University | Lakewood | NJ | 09/2024 | Present |
| Belmont Abbey College | Belmont | NC | 08/2022 | 05/2024 |
| Howell High School | Howell | NJ | 09/2018 | 06/2022 |
| Howell South Middle School | Howell | NJ | 09/2015 | 06/2018 |
| Fortis Consulting Group | Tinton Falls | NJ | 05/2024 | 10/2024 |
| Belmont Abbey College | Belmont | NC | 08/2023 | 05/2024 |
| Howell Ice Arena | Howell | NJ | 12/2021 | 04/2022 |
1) JCL FINANCIAL, INVESTMENT-RELATED, 402 HIGGINS AVE., BRIELLE, NJ 08730, INSURANCE, POSITION: AGENT, START DATE: 5/6/25, DUTIES: INSURANCE SALES. SPEND 1% OF TIME ON THIS ACTIVITY ALL DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-22 |
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