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18881 West Dodge Road Suite 180E, Omaha, NE 68022 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2017-06-16 |
Branch Locations
901 Route 168 Suite 208, Turnersville, NJ 08012 • United States
18881 West Dodge Road Suite 180E, Omaha, NE 68022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foresters Equity | San Diego | CA | 08/2014 | 06/2017 |
| Iams Wealth Management | Elkhorn | NE | 06/2017 | Present |
| Carini Financial | Turnersville | NJ | 10/2008 | Present |
1.LICENSED LIFE INSURANCE AGENT - NON-INVESTMENT RELATED. DBA: CARINI FINANCIAL; 901 RTE 168 STE 208, TURNERSVILLE, NJ 08012, START DATE: 10/20/2008. 2. CARINI FINANCIAL/JACK C. CARINI; INVESTMENT RELATED; 901 RTE 168 STE 208, TURNERSVILLE, NJ 08012; OWNER, INDEPENDENT CONTRACTOR; START DATE: 10/20/1988; 50 HOURS PER WEEK; INS. & INVESTMENT PLANNING, EDUCATION MTGS FOR IAR'S. DISCOVERY FNA'S FOR ALL PROSPECTS AND CLIENTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-08-01 |
| S63 | Uniform Securities Agent State Law Examination | 1995-05-10 |
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