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538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-03-21 |
| TX | RA | APPROVED | 2024-03-21 |
Branch Locations
263 Us Highway 22 East, Green Brook, NJ 08812 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities Llc | Basking Ridge | NJ | 01/2019 | 06/2019 |
| Beacon Trust Company | Morristown | NJ | 06/2012 | 10/2018 |
| Financial Resources Federal Credit Union | Somerset | NJ | 07/2019 | Present |
| Cuso Financial Sevices, L.P. | San Diego | CO | 07/2019 | 03/2024 |
| Osaic Institutions, Inc. | Meriden | CT | 03/2024 | Present |
NAME OF THE OTHER BUSINESS:Deluca Family Trust INVESTMENT- RELATED:Yes ADDRESS OF THE OTHER BUSINESS:Mountainside, NJ 07092 YOUR POSITION OR TITLE:Trustee NATURE OF THE OTHER BUSINESS:Trust START DATE:6/14/2014 APPROXIMATE NUMBER OF HOURS/MONTH:1 APPROXIMATE NUMBER OF HOURS DURING TRADING HOURS:0 BRIEFLY DESCRIBE YOUR DUTIES RELATING TO THE OTHER BUSINESS:Check writing, liquidations, choosing investments, distributions of assets COMPENSATION :No
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-07-12 |
| S65 | Uniform Investment Adviser Law Examination | 2017-04-12 |
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