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5959 Rockside Woods Blvd N Suite 600, Cleveland, OH 44131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2020-08-19 |
Branch Locations
Margate City, NJ • United States
5959 Rockside Woods Blvd N Suite 600, Cleveland, OH 44131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Horsham | PA | 11/2009 | 12/2017 |
| Nylife Securities Llc | Horsham | PA | 11/2009 | 12/2017 |
| Lincoln Investment Planning, Llc | Fort Washington | PA | 10/2018 | 01/2019 |
| Prudential Insurance Company | Dresher | PA | 01/2018 | 10/2018 |
| Mutual Of America Life Insurance Company | Blue Bell | PA | 01/2019 | 08/2020 |
| Mutual Of America Securities Llc | Blue Bell | PA | 01/2019 | 08/2020 |
| Cbiz | Cleveland | OH | 08/2020 | Present |
Anthony is part owner of a rental property group- Scalfaro & associates, LLC-9315 Atlantic Avenue #35 Margate City, NJ 08402. He is responsible for the record keeping and finances on the properties plus occasional maintenance. This involves 3-4 hours a month only 1 of which occurs during trading hours. He receives compensation based on the rental properties.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-11-14 |
| S63 | Uniform Securities Agent State Law Examination | 2008-12-09 |
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