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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2018-11-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jersey Benefits Advisors | Woodbine | NJ | 10/1986 | Present |
| Signator Investors, Inc. | Woodbine | NJ | 05/2016 | 11/2018 |
| Royal Alliance Associates, Inc. | Woodbine | NJ | 11/2018 | Present |
1) JERSEY BENEFITS ADVISORS POSITION: President NATURE: Jersey Benefits Advisors is a trade name for my corporation under which I conduct investment related activities with Royal Alliance Associates, Inc functioning as my Broker/Dealer and Corporate RIA. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 09/19/1995 ADDRESS: 34 Doe Dr, Woodbine NJ 08270, United States DESCRIPTION: Meet with clients, provide investment related transactions and advice, oversee client accounts and portfolio construction 2) JERSEY BENEFITS GROUP, INC. POSITION: Treasurer NATURE: Corporation & Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 08/20/2002 ADDRESS: 14 Atlantic Ave., Unit B, Ocean City NJ 08226, United States DESCRIPTION: insurance sales
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-04-02 |
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