Anthony Joseph Caltabilota

Current Employers

Employment History

• 01/2003 → Present
  Osiac Wealth, Inc.
  Hazlet, NJ
• 01/2003 → Present
  New Century Financial Group, Llc
  Princeton, NJ

Previous Registrations

• 2003-02-12 → 2025-12-31
  New Century Financial Group, Llc
  Princeton, NJ
  Hazlet, NJ
  Matawan, NJ
• 2002-05-18 → 2003-01-28
  Avantax Advisory Services
  Hazlet, NJ

Other Businesses

1) CALTA FINANCIAL HOLDINGS CORP POSITION: Landlord NATURE: S CORPORATION INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 06/01/2017 ADDRESS: 99 Main Street, Matawan NJ 07747, United States; DESCRIPTION: I BOUGHT AN OFFICE BUILDING WITH AN ESTABLISHED TENANT ON THE SECOND FLOOR. SINCE I NOW OWN THE BUILDING I WILL BE ASSUMING THE ROLE OF LANDORD AND WILL RECEIVE MONTHLY RENT CHECKS FROM THE UPSTAIRS TENANT. THEY HAVE NO AFFILIATION WITH ANY OF MY SERVICES, CLIENTS OR BUSINESS ACTIVITIES. IT IS A TENANT / LANDLORD RELATIONSHIP. 2) CALTA TAX SERVICE POSITION: Owner - NATURE: S Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 30 START DATE: 01/01/2003 ADDRESS: 99 Main Street, Matawan NJ 07747, United States DESCRIPTION: I am an Enrolled Agent licensed to practice before the Internal Revenue Service. Tax preparation and tax advice. 3) INSURANCE SERVICES POSITION: Owner - NATURE: S Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2003 ADDRESS: 99 Main Street, Matawan NJ 07747, United States DESCRIPTION: Offers Insurance Sales/Services 4) CALTA TAX & FINANCIAL SERVICES, LLC POSITION: Owner - NATURE: S Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 08/01/2010 ADDRESS: 99 Main Street, Matawan NJ 07747, United States DESCRIPTION: In dividing property in a divorce, often times the court will award a portion of ones retirement plan to the other spouse. When this occurs a special order must be prepared for signature by the judge. This order is known as a Qualified Domestic Relations Order, or QDRO for short.

Exams

• S63 Uniform Securities Agent State Law Examination
  1996-08-16

Designations

Other Names

• Anthony J Caltabilota