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350 Passaic Avenue Suite 201, Fairfield, NJ 07004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-25 |
Branch Locations
350 Passaic Avenue Suite 201, Fairfield, NJ 07004 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Vienna | VA | 01/2012 | 07/2026 |
| New York Life Insurance Company | Vienna | VA | 09/2011 | 07/2026 |
| Eagle Strategies Llc | Vienna | VA | 08/2014 | 07/2026 |
| Paoerhouse Financial Group Llc D/B/A Paoerhouse Financial Group | Maitland | FL | 02/2019 | 01/2022 |
| P2 Partners Insurance & Financial Services Llc | Lake Mary | FL | 03/2021 | 03/2022 |
| Paoerhouse Financial Group Llc D/B/A Paoerhouse Financial Group | Lake Mary | FL | 01/2022 | Present |
| Island Wealth Strategies And Insurance Solutions Llc | Lake Mary | FL | 01/2024 | 03/2026 |
| Cornerstone Planning Group, Inc | Fairfield | NJ | 07/2026 | Present |
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 495 N. Keller Rd., Suite 150, Maitland, FL 32751; Start Date 03/2017; Role/Title: Insurance Broker; Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF PAOERHOUSE FINANCIAL GROUP LLC D/B/A PAOERHOUSE FINANCIAL GROUP FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; LAKE MARY, FL; START DATE: 02/2022] [Authentic Alexa, LLC; Teaching individuals how to work in a digital environment...how to set up their workspace, what they need to do, and how to grow their business-email marketing lead generation through co-pilot.; 1594 Utica Trail, Lake Mary, FL 32746; Start Date 02/2021; Role/Title: Owner; Not Investment Related; 30 hours per month; 0 hours per month during securities trading hours;Provide consulting services to individuals for working in a virtual space-email marketing lead generation through co-pilot] [Authentic Alexa LLC d/b/a SocialLead; Providing individuals how to use LinkedIn to generate leads through SocialLead.; 1594 Utica Trail, Lake Mary, FL 32746; Start Date 08/2023; Role/Title: Owner; Not Investment Related; 30 hours per month; 0 hours per month during securities trading hours; Provide SocialLead as a subscription bases SaaS platform that is used to automate prospecting and lead generation through LinkedIn]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-07-31 |
| S63 | Uniform Securities Agent State Law Examination | 2013-03-18 |
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