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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 | 2023-08-10 |
Branch Locations
1800 Route 34 Bldg 2 Ste 201, Wall, NJ 07719 • United States
Lavallette, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Minnesota Life Insurance Co | St Paul | MN | 01/1988 | 08/2023 |
| Securian Financial Services, Inc. | Neptune | NJ | 04/1990 | 08/2023 |
| Mid Atlantic Resource Group | Wall | NJ | 01/1988 | Present |
| Mid Atlantic Benefit Strategies | Wall | NJ | 10/2002 | Present |
| Cetera Wealth Services, Llc | Wall | NJ | 08/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2023 | Present |
| 1800 Equity Partners Llc | Wall | NJ | 03/2024 | Present |
1. DANE MIHLON & ASSOC POSITION: Agent/Broker NATURE: Referral Agreement INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 07/01/2013 ADDRESS: , Shrewsbury NJ , United States DESCRIPTION: Agent/Broker 2. MARG FIXED INSURANCE POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 10/01/2002 ADDRESS: , Wall NJ , United States DESCRIPTION: Agent/Broker 3. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: 871 MOUNTAIN AVE, SPRINGFIELD, NJ 07081; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 7/2020; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: PROPERTY & CASUALTY; 4. NAME OF OTHER BUSINESS: 1800 EQUITY PARTNERS LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: HOLDING LLC; START DATE: 3/2024; POSITION/TITLE/RELATIONSHIP: CO-OWNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: HOLDING COMPANY - NO DUTIES; 5. NAME OF OTHER BUSINESS: MARG FINANCIAL ; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 7/23/26 ; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL ; 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 |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-12-06 |
| S65 | Uniform Investment Adviser Law Examination | 1997-01-08 |
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