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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
792 Chimney Rock Rd St D, Martinsville, NJ 08836 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Minnesota Life Insurance | St. Paul | MN | 03/2010 | 08/2023 |
| Securian Financial Services | St. Paul | MN | 03/2010 | 08/2023 |
| Strategic Benefits Group | Peapack | NJ | 08/2007 | Present |
| Allied Wealth Partners | Warren | NJ | 06/2014 | Present |
| Cetera Wealth Services, Llc | Martinsville | NJ | 08/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2023 | Present |
STRATEGIC BENEFITS GROUP POSITION: Owner NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 200 START DATE: 08/01/2007 ADDRESS: P.O. Box 6, Peapack NJ 07977, United States DESCRIPTION: Group employee benefits, Health,P&C,Dental, ALLIED WEALTH PARTNERS POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 05/01/2010 ADDRESS: 14 Walsh Drive, Suite 100, Parsippany NJ 07054, United States DESCRIPTION: Fixed Life
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-07-12 |
| S63 | Uniform Securities Agent State Law Examination | 1992-03-31 |
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