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437 Newman Springs Road, Lincroft, NJ 07738 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-10-06 |
Branch Locations
108 South Wynstone Park Drive, Suite 110, North Barrington, IL 60010 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Solutions, Llc | Waukesha | IL | 02/2016 | 10/2023 |
| Pensionmark Financial Group | Santa Barbara | CA | 10/2023 | Present |
| Osaic Wealth, Inc. | Jersey City | NJ | 03/2016 | 05/2024 |
| Tfs Securities, Inc. | Lincroft | NJ | 06/2024 | Present |
1. Financial Solutions, LLC: Investment Related; 1900 Airport RD., Suite A, Waukesha; WI 53188; Financial Advisory; Registered Assistant; Providing or supporting investment advisory services which may include retirement plan consulting, discretionary or non-discretionary investment management, financial planning, or other related investment advisory activities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-03-29 |
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