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999 Vanderbilt Beach Road Suite 200, Naples, FL 34108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-12-17 |
Branch Locations
1055 Parsippany Boulevard, Suite305 B, Parsippany, NJ 07054 • United States
999 Vanderbilt Beach Road Suite 200, Naples, FL 34108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mml Investors Services, Llc | New York | NY | 04/2024 | 11/2025 |
| Massmutual Life Insurance Company | New York | NY | 03/2024 | 11/2025 |
| Lenox Advisors | New York | NY | 03/2024 | 11/2025 |
| Cult Wines Inc | New York | NY | 04/2023 | 08/2023 |
| Unemployed | New York | NY | 10/2022 | 04/2023 |
| Unemployed | New York | NY | 09/2023 | 02/2024 |
| Eric Adams For Mayor | Brooklyn | NY | 04/2019 | 01/2022 |
| The Point O'WOods Association | Point O'WOods | NY | 06/2022 | 09/2022 |
| The Point O'WOods Association | Point O'WOods | NY | 06/2020 | 09/2020 |
| Unemployed | New York | NY | 02/2022 | 05/2022 |
| Unemployed | New York | NY | 03/2016 | 05/2020 |
| Ronald Gelok & Associates, Llc | Parsippany | NJ | 11/2025 | Present |
(1)NAME: Daniel Sherman / Lenox Advisors, Inc. INV REL: Y, ADD: 90 Park Avenue, 18th Floor, New York, NY 10016 NATURE: Outside insurance Sales POSITION: Insurance Broker, START DATE: 03/18/2024, NO. HR/MO: 10, NO. HR/MO DURING SEC TRADING: 5, DUTIES: Life, Disability, Long-term care, Fixed Annuities, Health (2)NAME: Daniel Sherman INV REL: N ADD: 9 Point O'Woods Ave. Point O'Woods Ave 11706 NATURE: Ocean Lifeguard POSITION: Ocean Lifeguard START DATE: 07/19/2024, NO. HR/MO: 24 NO. HR/MO DURING SEC TRADING: 8 DUTIES: Watching swimmers and making rescues when necessary.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-02-09 |
| S65 | Uniform Investment Adviser Law Examination | 2023-11-22 |
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