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3625 E 96Th St, Indianapolis, IN 46240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-01-22 |
Branch Locations
3625 E 96Th St, Indianapolis, IN 46240 • United States
11 Wharf Avenue, Suite 4, Red Bank, NJ 07701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Co Of America | Wall | NJ | 11/2014 | 04/2022 |
| Park Avenue Securities Llc | Wall | NJ | 11/2014 | 04/2022 |
| Guardian Life Insurance Company | Red Bank | NJ | 04/2022 | 05/2023 |
| Park Avenue Securities | Red Bank | NJ | 04/2022 | 05/2023 |
| Invst, Llc Dba Tomoro | Indianapolis | IN | 05/2023 | Present |
1. JDS Advisory-Entity Created to manage bill pay for my business, Start: 01/31/2013, Address: 18 Saratoga Drive Colts Neck, NJ 07722, 2 non bus hrs per month, Not investment related, 2. Sale of Insurance Start: 09/09/2015, Address: 11 WHARF AVE C-4 RED BANK NJ 07701 15 bus hr per month, Investment Related, 3. JDS Ambassador LLC-This LLC was created for a property I own, Start: 01/30/2017, Address: 16 Ambassador Dr Red Bank NJ 07701, 2 non bus hrs per month, Investment related, 4. Juban LLC-This LLC will be the entity for a passive real estate investment, Address: 18 Saratoga Dr. Colts NJ, 0 hours per month, Investment related, 5) Power of Attorney for Kimberly Suarez, Start: 01/30/2020, Address: 18 Saratoga Dr. Colts Neck NJ, 0 hours per month, Not Investment related, No compensation, 6) Surf City JDS LLC- entity created to own a beach home in Surf City NJ for rental/use, Start: 01/30/2020, Address: 115 14th St Surf City NJ 08008, 1 total hour per month, 0 during securities trading hours, Investment related, Less than 10% annual compensation, 7) Tomoro Holdings LLC-Partners set up a LLC to acquire an office condo, Start: 10/01/2021, Address: 11 Wharf Ave, Red Bank NJ 07701, 1 total hour per month, 0 during securities trading hours, Investment related, Less than 10% annual compensation, 8) 9 WHARF JDS LLC- NEW ENTITY CREATED TO OWN MIXED USE BUILDING, PERSONAL ASSET Start: 12/02/2022 Address: 9 WHARF AVE RED BANK NJ 07701 1 total hour per month, 0 during securities trading hours, Investment related, Less than 10% annual compensation,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-03-07 |
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