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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 |
| TX | RA | APPROVED | 2023-08-10 |
Branch Locations
14 Walsh Dr Ste 100, Parsippany, NJ 07054 • United States
8232 Via Vivaldi Rd, Orlando, FL 32836 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Minnesota Life Insurance Company | St. Paul | MN | 06/2004 | 08/2023 |
| Securian Financial Services Inc | St. Paul | MN | 06/2004 | 08/2023 |
| Allied Wealth Partners | Parsippany | NJ | 06/2014 | Present |
| Cetera Wealth Services, Llc | Parsippany | NJ | 08/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2023 | Present |
1) ALLIED WEALTH PARTNERS POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/01/1990 ADDRESS: , Parsipanny NJ , United States DESCRIPTION: Agent/Broker 2) BONJI BOWLS LLC POSITION: Member NATURE: Business Owner INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2019 ADDRESS: , Millington NJ , United States DESCRIPTION: Member 3) PETER ROSSI CREDIT SHELTER TRUST POSITION: Trustee NATURE: Trustee INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2013 ADDRESS: , Gillette NJ , United States DESCRIPTION: Trustee 4) 52 PATERSON PARTNERS LLC POSITION: Owner NATURE: Real Estate INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2016 ADDRESS: 242 Old New Brunswick Rd, Piscataway NJ 08854, United States DESCRIPTION: Real estate LLC 5) 242 WALTON PARTNERS LLC POSITION: Owner NATURE: Real Estate INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2007 ADDRESS: 242 Old New Brunswick Rd, Piscataway NJ 08854, United States DESCRIPTION: Single purpose real estate investment company. Owns a commercial business - the Walton Building - in Piscataway NJ. 6) 794 DELA PARTNERS LLC POSITION: Owner NATURE: Real Estate INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2013 ADDRESS: 242 Old New Brunswick Rd, Piscataway NJ 08854, United States DESCRIPTION: Single purpose real estate investment company. Owns a commercial building in Bridgewater NJ.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-11-25 |
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