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Current Employers
Garden State Investment Advisory Services, Llc

328 Newman Springs Road, Red Bank, NJ 07701 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2018-03-14
  • NJ RA
    APPROVED
    Since 2018-03-14

Branch Locations

Millstone Twp, NJ • United States

328 Newman Springs Road, Red Bank, NJ 07701 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Mtk Financial Group Ii, Inc Millstone Township NJ 04/2013 Present
H. Beck, Inc. Bethesda MD 09/2015 Present
  • 04/2013 → Present
    Mtk Financial Group Ii, Inc
    Millstone Township, NJ
  • 09/2015 → Present
    H. Beck, Inc.
    Bethesda, MD
Previous Registrations
  • 2015-09-21 → 2018-03-05
    Grove Point Investments, Llc
    Rockville, MD
    Millstone Twp, NJ
  • 2010-02-16 → 2015-09-22
    Millstone Township, NJ
    Charlotte, NC
  • 2008-01-25 → 2009-12-31
    United Securities Alliance, Inc.
    Englewood, CO
  • 2007-08-30 → 2007-12-31
    United Securities Alliance, Inc.
    Englewood, CO
  • 2007-03-01 → 2007-09-04
    Millstone Township, NJ
  • 2006-01-27 → 2007-03-09
    United Securities Alliance, Inc.
    Millstone Twp, NJ
    Greenwood Village, CO
    Millstone Township, NJ
  • 2004-02-24 → 2006-01-30
    Manalapan, NJ
    Englewood, CO
Other Businesses

TOTAL WEALTH ENHANCEMENT GROUP, LLC POSITION: Partner NATURE: Other OBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 125 SECURITIES TRADING HOURS: 100 START DATE: 01/01/2006 ADDRESS: 24 Wagner Farm Lane, Suite R, Millstone Township NJ 08535 DESCRIPTION: DBA for securities and financial planning,estate and retirement planning MTK FINANCIAL GROUP II, INC. - TAX PREPERATION POSITION: Owner NATURE: Other OBA INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 10 START DATE: 04/26/2013 ADDRESS: 24 Wagner Farm Lane, Suite R, Millsone Township NJ 08535 DESCRIPTION: Income, sales and estate tax planning, preparation servcies and income tax resolution. MTK FINANCIAL GROUP II, INC. - INSURANCE POSITION: Owner NATURE: Insurance Sales (Investment-Related OBA) INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 10 START DATE: 04/26/2013 ADDRESS: 24 Wagner Farm Lane, Suite R, Millsone Township NJ 08535 DESCRIPTION: Insurance Sales MILLSTONE TOWNSHIP MUNICIPALITY POSITION: Committeeman/Deputy Mayor NATURE: Other OBA INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2015 ADDRESS: 470 Stagecoach Road, Millstone Township NJ 08510 DESCRIPTION: Elected township official, oversee general operations, budgets, personnel and policy MKMB VENTURES LLC, PARTNER/OWNER. BEGINNING JANUARY 2023. NOT INVESTMENT-RELATED. ATM/VENDING MACHINES, APPROX. 12 HOURS PER MONTH. R&M VENTURES, LLC, dba Fit Body Boot Camp., Finally Fit, LLC. Fitness and nutrition. Approx 30 hrs/month, not investment-related.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1993-01-21
  • S63 Uniform Securities Agent State Law Examination
    1993-01-21
Designations
Other Names
  • Michael T Kuczinski

View on SEC IAPD

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