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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-04-06 |
| NJ | RA | APPROVED | 2023-08-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allied Wealth Partners | Manasquan | NJ | 08/2022 | Present |
| Minnesota Life Insurance Co | St Paul | MN | 08/2022 | 08/2023 |
| Securian Financial Services Inc | St Paul | MN | 08/2022 | 08/2023 |
| Monmouth University | West Long Branch | NJ | 09/2018 | 05/2022 |
| Christian Brothers Academy | Lincroft | NJ | 09/2014 | 06/2018 |
| Robinson Ale House | Long Branch | NJ | 10/2021 | 08/2022 |
| Cetera Wealth Services, Llc | Manasquan | NJ | 08/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2023 | Present |
1) AWP FIXED INSURANCE POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 01/01/2023 ADDRESS: 14 Walsh Drive, #100, Parsippany NJ 07054, United States DESCRIPTION: Fixed Insurance sales through outside carriers approved by Allied Wealth Partners 2) ELITE SPORTS TRAINING LLC POSITION: Employee NATURE: Sport Coach/Referee INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2017 ADDRESS: 264 Shrewsbury Ave, Red Bank NJ 07701, United States DESCRIPTION: I am the Player Development Coordinator for private, group and small group lessons for soccer players in the area. The age ranges run from 3-18 years old. I specialize in technical training, strength and conditioning training that translate to the game. 3) NAME OF OTHER BUSINESS: NAIFA; INVESTMENT RELATED: NO; ADDRESS: 1000 WILSON BOULEVARD, SUITE 1890 ARLINGTON, VA 22209; NATURE OF BUSINESS: NON PROFIT; START DATE: 01/2025; POSITION/TITLE/RELATIONSHIP: ELECTED BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: YOUTH ADVISOR TEAMING CHAIR WHICH HELPS RECRUIT YOUNGER AND INEXPERIENCED ADVISORS INTO NAIFA; 4) NAME OF OTHER BUSINESS: MONMOUTH UNIVERSITY ALUMNI ASSOCIATION BOARD OF DIRECTORS INVESTMENT RELATED: NO ADDRESS: 400 CEDAR AVE WEST LONG BRANCH NJ 07764 NATURE OF BUSINESS: BOARD START DATE: 4/8/2026 POSITION/TITLE/RELATIONSHIP: ELECTED BOARD MEMBER APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: ATTEND
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-14 |
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