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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 |
| TX | RA | APPROVED_RES | 2023-08-10 |
Branch Locations
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 |
|---|---|---|---|---|
| O'BRien Agency | Totowa | NJ | 02/1989 | Present |
| Ascend Financial Services, Inc. | Totowa | NJ | 04/1992 | Present |
| Mid Atlantic Benefit Strategies | Wall | NJ | 01/2003 | 01/2021 |
| Allied Wealth Partners | Manasquan | NJ | 01/2021 | Present |
| Cetera Wealth Services, Llc | Manasquan | NJ | 08/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2023 | Present |
DENTAL PROTECTION SERVICES POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/2021 ADDRESS: , Manasquan NJ , United States DESCRIPTION: Agent/Broker Allied Wealth Partners FIXED INSURANCE POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2003 ADDRESS: , Wall NJ , United States DESCRIPTION: Agent/Broker PHYSICIANS PROTECTION SERVICES POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2013 ADDRESS: , Wall NJ , United States DESCRIPTION: Agent/Broker
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-03-16 |
| S65 | Uniform Investment Adviser Law Examination | 2000-03-09 |
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