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Hackettstown, NJ • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-11-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Divine Capital Markets Llc | New York | NY | 09/2015 | 07/2019 |
| Divine Asset Management Llc | New York | NY | 09/2015 | 07/2019 |
| Empire Asset Management Company, Llc | New York | NY | 09/2019 | 08/2020 |
| The Financial Planning Center, Llc | Hackettstown | NJ | 06/2024 | Present |
| Lotus Investment Advisors | Rye | NY | 08/2020 | Present |
(1) Washington Township Police Foundation; NOT investment related; PO Box 86, Schooley's Mountain, NJ 07870; Non-profit organization to support our local police department; President; 07/20/2017; Non-compensation 5 hours/month; 5 hours/month during trading; Fundraising and reviewing disbursements for police department needs. (2) Michael A. Marino (Individually licensed) , Investment related, Address: Residential address, Nature: Sale of life, disability, health, LTC insurance and fixed annuities. Position: Self-employed - Individually appointed to insurance companies. Started: Insurance licensed since 1997. Part of the financial planning process in evaluating client insurance policies and needs analysis. I estimate about 5 hours per week. I estimate about 20 hours per month. As part of the financial planning process to review and analyze client's insurance portfolio and management of risk.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-09-23 |
| S63 | Uniform Securities Agent State Law Examination | 1997-09-13 |
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