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902 Carnegie Center Blvd Suite 130, Princeton, NJ 08540 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-02-27 |
| FL | RA | APPROVED | 2022-11-04 |
| NY | RA | APPROVED | 2021-10-20 |
| NJ | RA | APPROVED | 2018-09-25 |
Branch Locations
902 Carnegie Center Blvd Suite 130, Princeton, NJ 08540 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Park Avenue Securities Llc | Manasquan | NJ | 08/2003 | 08/2018 |
| Guardian Life Insurance Co Of America | Millstone | NJ | 09/2003 | 08/2018 |
| Park Avenue Securities Llc | Millstone | NJ | 01/2008 | 08/2018 |
| Millstone Financial Group Limited Liability Company | Millstone | NJ | 04/2012 | Present |
| Millstone Financial Group Limited Liability Company | Millstone | NJ | 08/2018 | Present |
| Millstone Financial Group Limited Liability Company | Millstone | NJ | 01/2021 | Present |
Millstone Financial Group Limited Liability Company; Investment Related; 490 Hwy 33 West Bldg 2 Ste 5 Millstone, NJ 08535; life insurance products and fixed annuities; Insurance Agent; Start: 01/01/2013;Approximately 50% of his time is devoted to this activity; Insurance sales.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-01-02 |
| S63 | Uniform Securities Agent State Law Examination | 2007-10-16 |
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