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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 |
| TX | RA | APPROVED | 2023-08-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Minnesota Life Insurance Company | St Paul | MN | 04/2014 | 08/2023 |
| United Airlines | Newark | NJ | 05/2005 | Present |
| Securian Financial Services, Inc | St Paul | MN | 04/2014 | 08/2023 |
| The Wisenheimers | Sparta | NJ | 06/2008 | Present |
| Allied Wealth Partners | Parsippany | NJ | 06/2014 | Present |
| Cetera Wealth Services, Llc | Parsippany | NJ | 08/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2023 | Present |
ALLIED WEALTH PARTNERS POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 04/01/2014 ADDRESS: , Parsipanny NJ , United States DESCRIPTION: Agent/Broker THE WISENHEIMERS POSITION: Member NATURE: Service Industry INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2008 ADDRESS: , Sparta NJ , United States DESCRIPTION: Member UNITED AIRLINES POSITION: Employee NATURE: Employee INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2005 ADDRESS: , Newark NJ , United States DESCRIPTION: Employee PRIME ALPINE DEVELOPMENT LLC POSITION: Member NATURE: Real Estate Property Ownership and Membership INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 06/23/2023 ADDRESS: 5831 Forward Avenue, PMB 528, Pittsburgh PA 15217, United States DESCRIPTION: This is a real estate property ownership and management company that will be actively operated by 3 members. I have no duties or responsibilities directly related to this operation. I will be a member that provide initial funds. A contract will be submitted with this request to field principal.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-07-08 |
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