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242 Main Street, Staten Island, NY 10307 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-03-11 |
| NY | RA | APPROVED | 2021-12-02 |
| NJ | RA | APPROVED | 2019-02-15 |
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 |
|---|---|---|---|---|
| Chelsea Financial Services | Staten Island | NY | 03/2007 | Present |
LIFE INSURANCE. NATIONAL LIFE GROUP & INNOVATIVE UNDERWRITERS. 3-5 HOURS PER MONTH - NOT DURING MARKET HOURS CV WEALTH MANAGEMENT- MEETING / PROSPECTING CLIENTS AND PROSPECTS REGARDING RETIREMENT INCOME NEEDS/FEEDS INTO ADVISORY, UT AND ANNUITY BUSINESS/7-10 HOURS PER WEEK
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-12-02 |
| S63 | Uniform Securities Agent State Law Examination | 1994-06-20 |
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