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5 Cold Hill Road South Suite 23, Mendham, NJ 07945 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-07-16 |
Branch Locations
5 Cold Hill Road South Suite 23, Mendham, NJ 07945 • United States
Mahwah, 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 |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 09/1999 | 10/2018 |
| Lantern Wealth Advisors, Llc | Melville | NY | 09/2020 | 06/2025 |
| Aps Pension And Financial Services Inc | Melville | NY | 10/2018 | 09/2020 |
| Gci Financial Group | Mendham | NJ | 07/2025 | Present |
Licensed Insurance Agent; Investment-related; Mahwah, NJ; Life/Health; Started: 09/1994; I spend approx. 10 hours per month on this activity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-28 |
| S63 | Uniform Securities Agent State Law Examination | 1993-05-11 |
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