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13500 Evening Creek Dr. N #555, San Diego, CA 92128 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-10-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pashley Financial | Marmora | NJ | 03/2015 | 09/2018 |
| Jp Turner | Greenwood | IN | 03/2015 | 09/2018 |
| Summit Brokerage | Miramar Beach | FL | 08/2015 | 09/2018 |
| Cetera Investments | Miramar Beach | FL | 10/2015 | 09/2018 |
| Integrous Investing | Atlanta | GA | 06/2017 | 09/2018 |
| Pfs Capital Management | Ocean View | NJ | 10/2018 | Present |
| Triad Advisors | Norcross | GA | 10/2018 | 08/2024 |
| Triad Hybrid Solutions | Norcross | GA | 10/2018 | 10/2024 |
| Osaic Wealth, Inc. | Ocean View | NJ | 08/2024 | 10/2024 |
| Oxford Retirement Advisors | Atlanta | GA | 10/2024 | Present |
| Madison Avenue Securities | San Diego | CA | 10/2024 | Present |
1.) PFS Capital Management LLC; Address: 1314 Route 9, Ocean View, NJ 08230; Investment Related: Yes; Position & Duties: Assistant; Hours Per Week: 40 Hours 2.) Oxford Retirement Advisors; Address; 1314 Route 9, Ocean View, NJ 08230; Investment Related: Yes; Position & Duties: Administrative Assistant; Hours Per Week: 40 Hours; Start Date: 10/7/2024 Insurance License - NJ - 1600784
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-17 |
| S63 | Uniform Securities Agent State Law Examination | 1995-10-18 |
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