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402 Higgins Ave, Brielle, NJ 08730 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-09-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Reliable Benefits Llc | Westfield | NJ | 10/2003 | Present |
| Prudential Insurance Company Of America | Westfield | NJ | 08/2021 | 11/2024 |
| Pruco Securities, Llc. | Westfield | NJ | 08/2021 | 11/2024 |
| Lpl Enterprise, Llc | Westfield | NJ | 11/2024 | 12/2024 |
| Shore Point Advisors, Llc | Brielle | NJ | 09/2025 | Present |
RELIABLE BENEFITS - OWNER. INSURANCE BROKER. VLA Holdings - Management of Golf Related Property, Limited Partner, March 2018. Not involved in active management. HSR Capital Management - Sep 2020, I am a Partner and we primarily look for rental property. 5-10 hours per month. Real Estate salesperson licensed, 2020. 0 Hours per week. RELIABLE BENEFITS POSITION: President NATURE: Healthcare and Social Assistance INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 09/01/2020 ADDRESS: 210 Grove Street West, Westfield NJ 07090, United States DESCRIPTION: Health Insurance VLA HOLDINGS, LLC POSITION: Partner NATURE: Real Estate Development Rental and Leasing INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 03/01/2018 ADDRESS: 210 Grove Street West, Westfield NJ 07090, United States DESCRIPTION: Partner HSR CAPITAL MANAGEMENT, LLC POSITION: Partner NATURE: Real Estate Development Rental and Leasing INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2003 ADDRESS: 210 Grove Street Street West, Westfield NJ 07090, United States DESCRIPTION: Partner HSR INVESTMENTS, LLC. POSITION: Salesperson NATURE: Real Estate Development Rental and Leasing INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 08/28/2020 ADDRESS: 210 Malapardis Rd., Suite 208, Cedar Knolls NJ 07927, United States DESCRIPTION: No daily duties. The license is used for personal investment in Real Estate ANTHONY AND LORETTA DONATO ESTATE POSITION: Executor NATURE: Executor of FP Victor Donato's Parents Estate INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/03/2000 ADDRESS: 2241 Beltane Rd, Toms River NJ 08755, United States DESCRIPTION: Executor WESLEY HALL SCHOOL OF EARLY CHILDHOOD POSITION: Treasurer, Board of Directors NATURE: Non-Profit and Charitable Organization INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/13/2022 ADDRESS: 1 East Broad Street, Westfield NJ 07090, United States DESCRIPTION: Helping to make sure the board understand the schools budget and assisting with financial decisions RELIABLE BENEFITS, LLC. POSITION: Minority Member NATURE: Finance and Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2018 ADDRESS: 210 Grove Street West, Westfield NJ 07090, United States DESCRIPTION: I run a health insurance book of business. In addition I am adding Commercial lines as of Nov 1, 2023
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-08-23 |
| S65 | Uniform Investment Adviser Law Examination | 1995-10-31 |
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