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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-08-10 |
| TX | RA | APPROVED_RES | 2023-08-10 |
Branch Locations
60 Columbia Road Building B, Suite 200, Morristown, NJ 07960 • United States
Randolph, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massachusetts Mutual Life Insurance Company | Springfield | MA | 07/2016 | 07/2017 |
| Minnesota Life Insurance Company | St. Paul | MN | 07/2017 | 08/2023 |
| Securian Financial Services Inc | St. Paul | MN | 07/2017 | 08/2023 |
| Allied Wealth Partners | E. Hanover | NJ | 07/2017 | Present |
| Cetera Wealth Services, Llc | Morristown | NJ | 08/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2023 | Present |
ALLIED WEALTH PARTNERS POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 07/01/2017 ADDRESS: , East Hanover NJ , United States DESCRIPTION: Agent/Broker
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-07-29 |
| S63 | Uniform Securities Agent State Law Examination | 1994-08-25 |
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