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731 River Road, Fair Haven, NJ 07704 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-04-11 |
| PA | RA | APPROVED | 2022-01-11 |
| FL | RA | APPROVED | 2020-11-24 |
| NJ | RA | APPROVED | 2020-04-08 |
Branch Locations
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 |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Tinton Falls | NJ | 01/1999 | 07/2020 |
| Raymond James Financial Services Advisors, Inc | Tinton Falls | NJ | 01/2009 | 06/2020 |
| Twinlights Financial Group | Tinton Falls | NJ | 09/1995 | 12/2020 |
| Jersey Devil Charters And Guide Service | Fair Haven | NJ | 03/2017 | Present |
| Twinlights Trading Llc | Tinton Falls | NJ | 03/2019 | Present |
| Rice Wealth Management Group, Inc. | Fair Haven | NJ | 07/2020 | Present |
| Rice Wealth Management Group, Inc. | Fair Haven | NJ | 09/1995 | Present |
| Rice Wealth Management Group, Inc. | Fair Haven | NJ | 07/2020 | Present |
1) JERSEY DEVIL CHARTERS AND GUIDE SERVICE. NOT INVESTMENT RELATED. STARTED:03/2017. FAIR HAVEN, NJ. 30 HRS PER MONTH, 0 DURING TRADING HRS. PROPRIETOR/OWNER. FISHING CHARTER BUSINESS. 2) Name of Business : N/A Address: Tinton Falls, NJ Nature of the Business: Non-variable Insurance Position/Title: Non-variable Insurance Investment Related:Yes Start Date: 02/27/2018 Hours per month devoted to this business: 0 Hours per month devoted to this business during trading hours: 0 Description of duties: I am the broker of record on health insurance written by Horizon blue cross blue shield. 3) Twinlights Trading LLC Address: Tinton Falls, NJ Nature of the Business: Rental Real Estate Position/Title: Investment Related: No Start Date: 03/05/2019 Hours per month devoted to this business: 1 Hours per month devoted to this business during trading hours: 1 Description of duties: We purchased a building which is occupied by a tenant until we move our practice in. 4) Rice Wealth Management Group, Inc. Address: Fair Haven, NJ Nature of the Business: Independent RIA Position/Title: Investment Adviser Investment Related: Yes Start Date: 03/06/2020 Hours per month devoted to this business: 10 Hours per month devoted to this business during trading hours: 5 Description of duties: I will be the owner and investment advisor. 5) RW Benefit Solutions, LLC; Address: 731 River Road Fair Haven New Jersey 07704 Nature of the Business: Producer; Position/Title: Primary Managing Member, Insurance Producer; Investment Related: No Start Date: 01/01/2024 Hours per month devoted to this business: 10 Hours per month devoted to this business during trading hours: 10 Description of duties: Assisting in obtaining health insurance.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-07-09 |
| S63 | Uniform Securities Agent State Law Examination | 1992-11-18 |
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