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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 |
Branch Locations
14 Walsh Dr Ste 100, Parsippany, NJ 07054 • United States
Morristown, NJ • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| 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 |
| Spjj Ventures Llc | Ringwood | NJ | 06/2001 | Present |
| Benefits Source Llc | Parsippany | NJ | 08/2004 | Present |
| 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: 20 SECURITIES TRADING HOURS: 20 START DATE: 11/01/1991 ADDRESS: , Parsipanny NJ , United States DESCRIPTION: Agent/Broker 2) BENEFITS SOURCE LLC POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 30 START DATE: 08/01/2004 ADDRESS: , Parsippany NJ , United States DESCRIPTION: Agent/Broker 3) SPJJ VENTURES LLC POSITION: Member NATURE: Rental Property INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2001 ADDRESS: 12 Crescent Dr, Morristown NJ 07960, United States DESCRIPTION: apartment building, I handle the leases, rent collection and pay bills 4) NAME OF OTHER BUSINESS: WEALTH MANAGEMENT SERVICES INC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: EXPENSE MANAGEMENT; START DATE: 07/2025; POSITION/TITLE/RELATIONSHIP: PRESIDENT; APX NUMBER OF HOURS PER WEEK: 25; APX NUMBER OF HOURS DURING TRADING HOURS: 25; BRIEF DESCRIPTION OF DUTIES: DBA FOR REVENUE COLLECTION, EXPENSE MANAGEMENT;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-03-05 |
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