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Nw Corner Ocean Avenue And Mission Street Second Level, Carmel By The Sea, CA 93921 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-17 |
| CT | RA | APPROVED | 2026-07-01 |
| NY | RA | APPROVED | 2026-07-01 |
| PA | RA | APPROVED | 2026-07-01 |
| TX | RA | APPROVED | 2026-07-01 |
Branch Locations
411 Hackensack Avenue, Suite 200, Hackensack, NJ 07601 • United States
Nw Corner Ocean Avenue And Mission Street Second Level, Carmel By The Sea, CA 93921 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Malone Financial Services Llc | Ramsey | NJ | 01/2018 | Present |
| Guaranteed Rate Dba Rate | Chicago | IL | 02/2025 | Present |
| Crosscountry Mortgage Inc | Montvale | NJ | 10/2020 | 12/2024 |
| Homebridge Financial Services | Hackensack | NJ | 09/2014 | 09/2020 |
| Thepartners Wealth Management | Carmel By The Sea | CA | 07/2026 | Present |
Guaranteed Rate DBA Rate; not investment-related; 3940 N. Ravenswood Ave Chicago IL 60613; residential mortgage lending; vice president (no ownership in the company); 02/01/2025; 40 hours per month; 1hour per day during trading hours; Origination/sales of mortgage loan for residential home financing. Malone Financial Services LLC; investment-related; 411 Hackensack Ave Suite 200 Hackensack NJ 07601; insurance-based products fixed and index life insurance and annuity products along with along with health ins and estate planning; Founder, 100% owner; 01/2018; 40 hours per month; 1hour per day during trading hours; Sales of insurance products health and life alone with annuity products fixed and indexed.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-17 |
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