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5666 Seminole Blvd Suite 146, Seminole, FL 33772 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-12-17 |
| NJ | RA | APPROVED | 2003-12-11 |
Branch Locations
5666 Seminole Blvd Suite 146, Seminole, FL 33772 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Targeted Financial Services, Llc | Neptune | NJ | 08/2000 | Present |
| Triad Advisors, Inc. | Norcross | GA | 04/2006 | 08/2024 |
| Osaic Wealth, Inc. | Neptune | NJ | 08/2024 | 12/2024 |
1- TARGETED FINANCIAL SERVICES LLC; INVESTMENT RELATED;3301 Route 66 Building A, 2nd FLR Ste 220B Neptune, NJ 07753; RIA, FINANCIAL PLANNING; PARTNER; 7/2000; 120 HRS/MONTH; 6 HRS/DAY; COMPENSATION-FEES BASED ON AUM AND PLANNING FEES; CLIENT RELATIONS, INVESTMENT ALLOCATIONS, INSURANCE REVIEW AND BOOKKEEPING. 2-ALAN RUBIN; NON-INVESTMENT RELATED; 3301 Route 66 Building A, 2nd FLR Ste 220B Neptune, NJ 07753; APPOINTMENT WITH MULTIPLE CARRIERS FOR INSURANCE; AGENT; 7/2000; 16 HRS/MONTH; 1 HR/DAY; COMPENSATION-COMMISSIONS AS EARNED; SALES FOR VARIOUS LIFE, HEALTH AND ACCIDENT INSURANCE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-02-05 |
| S63 | Uniform Securities Agent State Law Examination | 1992-01-14 |
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