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Somerset, NJ • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2021-06-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 11/2009 | 06/2020 |
| Unlimited Financial Services Llc | Somerset | NJ | 02/2003 | 01/2025 |
| Unlimited Real Estate Investors Llc | Somerset | NJ | 08/2006 | 03/2021 |
| Equitable Advisors, Llc | New York | NY | 06/2020 | 02/2021 |
| Unlimited Risk Advisors Llc | Somerset | NJ | 03/2021 | Present |
| Unlimited Financial Group Inc | Somerset | NJ | 03/2021 | Present |
| Unlimited Capital Advisors Llc | Somerset | NJ | 01/2021 | Present |
| Jmg Cpas & Advisors Llc | Sommerset | NJ | 01/2025 | Present |
| New York University | New York | NY | 09/2022 | Present |
1) JMG CPAs & ADVISORS LLC, NON-INVESTMENT RELATED, SOMERSET, NJ, PERFORM VARIOUS CPA SERVICES, MANAGING MEMBER, 01/2025, 100HRS/MO; 2) UNLIMITED RISK ADVISORS LLC, NON-INVESTMENT RELATED, SOMERSET, NJ, INSURANCE COMPANY, CHIEF EXECUTIVE OFFICER, 03/2021, 20HRS/MO; 3) UNLIMITED FINANCIAL GROUP INC, NON-INVESTMENT RELATED, SOMERSET, NJ, HOLDING COMPANY, CHIEF EXECUTIVE OFFICER, 03/2021, 5HRS/MO; 4) ST. BENEDICT'S PREPARATORY SCHOOL, NON-INVESTMENT RELATED, NEWARK, NJ, FINANCE COMMITTEE MEMBER VOLUNTEER, 04/2004 5HR/MO, 0 COMP; PROVIDE OVERSIGHT OF SCHOOL'S FINANCES; 5) ASSOCIATION OF AFRICAN AMERICAN FINANCIAL ADVISORS; NON-INVESTMENT RELATED; WASHINGTON, DC, MEMBER, BOARD OF TRUSTEES AND TREASURER, 03/2021, 10HRS/MO, OVERSEE BOOKKEEPING, BILLING TO MEMBERS, AND PAYMENT TO VENDORS: Associate Professor of Taxation and Estate Planning at NYU's Master of Financial Planning graduate school program, 09/2022 to Present, approximately about 10 hours per month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-12-18 |
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