Dominic Todarello

Current Employers

Employment History

• 10/2005 → 08/2023
  Sopher Financial Group
  Howell, NJ
• 04/2016 → Present
  Kestra Advisory Services, Llc
  Howell, NJ
• 10/2005 → Present
  Kestra Investment Services, Llc
  Howell, NJ

Previous Registrations

• 2004-04-20 → 2005-11-04
  Osaic Fa, Inc.
  Manalapan, NJ
• 2002-06-06 → 2003-12-09
  Veravest Investment Advisors, Inc.
  Piscataway, NJ

Other Businesses

Name: Ash Brokerage, Inc. Inv Rel: No Address: 11 Cecilia Court Howell NJ 07731 NOB: Insurance POS: Employee - selling agreement with NFP Advisor Services, LLC and/or Fusion Financial Group. Start Date: 4/4/1995 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) DESC: Only use as a brokerage house to sell life insurance through. Name: Bisys insurance Services Inv Rel: No Address: 11 Cecilia Court Howell NJ 07731 NOB: Insurance POS: Other,Residual Commisions from old business with older Broker/Dealer. Allmerica Financial and Lincoln Financial Group. Start Date: 1/1/1992 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) DESC: Only servicing existing clients from previous life insurance and long term care business written Name: Kestra Advisory Services, LLC Inv Rel: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 NOB: Investment Advisory services through Kestra Advisory Services, LLC POS: Investment Advisor Representative Start Date: 4/4/2016 Hours per month: Up to 100% (0 to 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) DESC: Investment advisory services Name: FRONT PORCH FINANCIAL LLC POS: Registered Representative NOB: Insurance INV REL: Yes # OF HOURS: 152 SECURITIES TRADING HOURS: 132 START DATE: 05/02/2023 ADDRESS: 11 Cecilia Court, Howell NJ 07731 DESC: Offering Securities Investment Business, servicing clients, etc. Name: MARTIN FINANCIAL GROUP POSITION: Broker (offering, servicing and selling medical insurance) NATURE: Insurance INVESTMENT RELATED: No # OF HOURS: 8 SECURITIES TRADING HOURS: 7 START DATE: 09/01/2005 ADDRESS: 4 Independence Way # 110, Princeton NJ 08540 DESCRIPTION: Selling and servicing individual and group medical insurance. NAME: EMPLOYEE BENEFIT SERVICES, LTD. POSITION: Registered Representative NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 152 SECURITIES TRADING HOURS: 132 START DATE: 10/15/2025 ADDRESS: 11 Cecilia Court, Howell NJ 07731-1458, United States DESCRIPTION: Offering Securities related business, servicing clients, etc.

Exams

• S63 Uniform Securities Agent State Law Examination
  2000-12-26
• S65 Uniform Investment Adviser Law Examination
  1997-08-01

Other Names

• Domenico Todarello