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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-03-03 |
Branch Locations
1895 Walt Whitman Rd Ste 6, Melville, NY 11747 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | New York | NY | 10/2014 | 10/2016 |
| J.P. Morgan Chase Bank | New York | NY | 10/2014 | 10/2016 |
| Pruco Securities, Llc | Howard Beach | NY | 07/2017 | 11/2018 |
| Unemployed | Massapequa | NY | 10/2016 | 07/2018 |
| Jpmorgan Chase Bank, N.A. | New York | NY | 02/2022 | 09/2022 |
| J.P. Morgan Securities Llc | New York | NY | 11/2018 | 09/2022 |
| Prudential | Howard Beach | NY | 05/2018 | 11/2018 |
| Lpl Financial | Plainview | NY | 04/2023 | 03/2026 |
| Jovia Financial Credit Union | Plainview | NY | 04/2023 | 03/2026 |
| Unemployed | Copiague | NY | 09/2022 | 04/2023 |
| Jpmorgan Chase Bank, N.A. | New York | NY | 11/2018 | 02/2022 |
| Cetera Wealth Services, Llc | El Segundo | CA | 03/2026 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2026 | Present |
1. NAME OF OTHER BUSINESS: NORTH RIDGE WEALTH PLANNING INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: DBA FOR FINANCIAL SERVICES START DATE: 03/2026 POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: FINANCIAL SERVICES DBA; 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 07/2019 APX NUMBER OF HOURS PER WEEK: 2 APX NUMBER OF HOURS DURING TRADING HOURS: 2 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS FIXED INSURANCE PRODUCTS; 3. NAME OF OTHER BUSINESS: JCJR TRD LLC INVESTMENT RELATED: NO ADDRESS: COPIAGUE, NY 11726 NATURE OF BUSINESS: TRADING SECURITIES FOR PERSONAL ASSETS START DATE: 09/2022 POSITION/TITLE/RELATIONSHIP: PRESIDENT APX NUMBER OF HOURS PER WEEK: 0 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: TRADING ACCOUNT NO LONGER OPEN; 4. NAME OF OTHER BUSINESS: C-STAR WEALTH MANAGEMENT INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: DBA FOR FINANCIAL SERVICES START DATE: 03/2026 POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: WEALTH MANAGEMENT;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-24 |
| S63 | Uniform Securities Agent State Law Examination | 2015-01-23 |
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