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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-10-12 |
| NJ | RA | APPROVED | 2011-01-03 |
Branch Locations
28 W Grand Avenue Ste 14, Montvale, NJ 07645 • United States
One Huntington Quadrangle Suite 1C01, Melville, NY 11747 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Union Central | Cincinnati | OH | 02/1987 | Present |
| Voya Financial Advisors | Montvale | NJ | 09/2014 | Present |
NAME OF ENTITY:MyosRens Technology; No; 45 HORSEHILL RD STE 6; CEDAR KNOLLS; NJ; 7927; MYOSTATIN INHIBITOR; SPOKESMAN; 7/7/2017; 1; 0; APPEAR IN PROMOTIONAL VIDEO| NAME OF ENTITY:NELSON RETIREMENT SOLUTIONS; Yes; 28 W GRAND AVE; MONTVALE; NJ; 7645; SELLING PRIMARY 401K AND ROLLOVERS; PRESIDENT/SOLE EMPLOYEE PROPRIETOR; 4/5/2010; 40; 40; SETTING UP "DBA" TO SELL & SERVICE NEW AND EXISTING 401K AND ROLLOVERS.| NAME OF ENTITY: Independent insurance agent; Yes; 28 W GRAND AVE STE 14; Montvale; NJ; 7645; Fixed Insurance Sales; Independent Insurance Agent; 6/29/2011; 1; 1; Sale of fixed insurance products.| NAME OF ENTITY:PARISH BENEFITS, LLC; Yes; 7 HEMLOCK LANE; FLANDERS; NJ; 07836; non-insurance voluntary products; INDEPENDENT INSURANCE AGENT; 12/1/2013; 2; 0; non-insurance voluntary products| NAME OF ENTITY:Karl Nelson; No; 3 Edgren Way; Montvale; NJ; 07645; SPEAKING ENGAGEMNET/ MOTIVATIONAL TALKS; MOTIVATIONAL TALKS; 1/1/1984; 5; 2; I DO ABOUT 5 PAID SPEAKING ENGAGEMENTS/YEAR TOTALING 10-15 HOURS.| NAME OF ENTITY:ZION LUTHERAN CHURCH; No; 96 EAST ALLENDALE RD; SADDLE RIVER; NJ; 7458; NON- PROFIT CHURCH; FINANCE COMMITTEE; 8/3/2011; 4; 4; REVIEW CHURCH FINANCES AND BUDGET.|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-03-24 |
| S63 | Uniform Securities Agent State Law Examination | 1990-09-07 |
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