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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-10-29 |
| NJ | RA | APPROVED | 2020-11-12 |
| TX | RA | APPROVED | 2020-11-12 |
Branch Locations
438 Main Street 2Nd Floor, Bedminster, NJ 07921 • United States
33 Wood Avenue South Suite 600, Islelin, NJ 08830 • United States
1325 Avenue Of The Americas 27Th Floor, New York, NY 10019 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Allied Securities, Inc. | St Cloud | MN | 12/2008 | 09/2022 |
| First Allied Advisory Services, Inc. | Chesterfield | MO | 07/2012 | 11/2020 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 11/2020 | Present |
| Cetera Advisors Llc | Bedminster | NJ | 09/2022 | Present |
1.) MANHATTAN RIDGE ADVISORS LLC; DIRECT OWNER; DBA/Insurance; START DATE: 11/1/2005. 2.) QUANTUM BENEFITS; OTHER; INSURANCE (FIXED/LIFE/HEALTH/P&C); START DATE 05/25/2012; 8 HRS. PER MONTH. 3.) M FINANCIAL GROUP; INDEPENDENT CONTRACTOR; INSURANCE (FIXED/LIFE/HEALTH/P&C); START DATE 08/10/2012; 12 HRS. PER MONTH. 4.) KATZ NASSAU INC.;INDEPENDENT CONTRACTOR; INSURANCE (FIXED/LIFE/HEALTH/P&C); START DATE 01/25/2013; 8 HRS. PER MONTH. 5.) 438 MAIN STREET PARTNERS; OWNER; REAL ESTATE PROPERTY; START DATE 05/25/2015; 8 HOURS PER MONTH. 6.) National Social Security Planners; Independent Contractor; Marketing or Business Networking; Start date 02/15/2016; 20 hours per month. 7.) MANHATTAN RIDGE ADVISORS LLC; OWNER; HOLDING COMPANY; START DATE 7/24/2017; 4 HOURS PER MONTH. 8.) MANHATTAN RIDGE ADVISORS, LLC; AGENT; INSURANCE (FIXED/LIFE/HEALTH/P&C); START DATE 07/06/2017; 8 HOURS PER MONTH. 9.) THE RETIREMENT OBSESSION; AUTHOR; AUTHOR/SPEAKER/ENTERTAINER/MEDIA CONTRIBUTOR; START DATE 12/19/18; 4 HOURS PER MONTH.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-29 |
| S63 | Uniform Securities Agent State Law Examination | 1991-11-04 |
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