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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-08-10 |
Branch Locations
792 Chimney Rock Rd St D, Martinsville, NJ 08836 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securian Financial Services | Saint Paul | MN | 06/2021 | 08/2023 |
| Minnesota Life Insurance Company | Saint Paul | MN | 06/2021 | 08/2023 |
| Allied Wealth Partners | Martinsville | NJ | 06/2021 | Present |
| Unemployed | Short Hills | NJ | 08/2020 | 05/2021 |
| Cetera Wealth Services, Llc | Martinsville | NJ | 08/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2023 | Present |
| Standard Chartered Bank | New York | NY | 04/2013 | 08/2020 |
| Standard Chartered Securities (North America) Inc | New York | NY | 11/2008 | 08/2020 |
SAMARITAN OUTREACH SERVICES POSITION: Advisory Board NATURE: Board Member INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2013 ADDRESS: 35 Fadem Road, Springfield NJ 07081, United States DESCRIPTION: 5-1c3 not for profit organization which offers extensive assistance to disadvantaged and or homeless men by providing mentoring, counseling, job training, housing, and other support services. AWP FIXED INSURANCE POSITION: Independent Contractor NATURE: Fixed Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 06/01/2021 ADDRESS: 14 Walsh Dr, #100, Parsippany NJ 07054, United States DESCRIPTION: Fixed insurance sales through outside carriers approved by Allied Wealth Partners. AKD LLC POSITION: Owner NATURE: Property Investment INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2013 ADDRESS: 1019 Sunny Slope Dr, Mountainside NJ 07092, United States DESCRIPTION: Property investment
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-05-14 |
| S63 | Uniform Securities Agent State Law Examination | 2013-01-05 |
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