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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 | 2026-03-04 |
Branch Locations
457 Haddonfield Rd Suite 220, Cherry Hill, NJ 08002 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Crosby Private Wealth Advisors | Cherry Hill | NJ | 08/2025 | Present |
| Jetty Life Llc | Manahawkin | NJ | 11/2022 | 08/2025 |
| Surf City Borough | Surf City | NJ | 06/2015 | 09/2024 |
| Keller Williams Preferred Properties | Ship Bottom | NJ | 11/2021 | 02/2024 |
| Cetera Advisors Llc | St Cloud | MN | 08/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2026 | Present |
1. NAME OF OTHER BUSINESS: CROSBY PRIVATE WEALTH ADVISORS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL ADVISORY SERVICES START DATE: 09/2025 POSITION/TITLE/RELATIONSHIP: ADMINISTRATIVE ASSOCIATE APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: AS A JUNIIOR ASSOCIATE I WILL ACT AS AN ASSISTANT OF ONE OF OUR SENIOR FINANCIAL ADVISORS;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-28 |
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