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402 Higgins Ave, Brielle, NJ 08730 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-09-01 |
| NJ | RA | APPROVED | 2018-06-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance | Brielle | NJ | 05/2008 | 06/2018 |
| Park Avenue Securities | Brielle | NJ | 02/2010 | 06/2018 |
| Shore Point Advisors, Llc | Brielle | NJ | 05/2018 | Present |
| Jcl Financial, Llc | Brielle | NJ | 09/2012 | Present |
1) JCL Financial, LLC; Owner, Insurance Agency; investment-related; since 2012, 1 hrs per week during trading hours. 2) Passive Real Estate Rental Properties; Owner, investment-related; since 2017; 1 hr per week during non-trading hours. 3) SPA Holdings, LLC, Not investment-related; 640 Princeton Ave, Brick, NJ 08724; Real estate holding company; Position: Sole Owner; Start date-01/2026, 2 hrs worked per month/0 hrs during trading hours. Rental income only.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-02-27 |
| S65 | Uniform Investment Adviser Law Examination | 2014-01-29 |
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