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Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-04-06
NJ RA APPROVED 2023-08-10
  • TX RA
    APPROVED_RES
    Since 2026-04-06
  • NJ RA
    APPROVED
    Since 2023-08-10

Branch Locations

2317 Rt 34 St 1D & 1E, Manasquan, NJ 08736 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 08/2022 → Present
    Allied Wealth Partners
    Manasquan, NJ
  • 08/2022 → 08/2023
    Minnesota Life Insurance Co
    St Paul, MN
  • 08/2022 → 08/2023
    Securian Financial Services Inc
    St Paul, MN
  • 09/2018 → 05/2022
    Monmouth University
    West Long Branch, NJ
  • 09/2014 → 06/2018
    Christian Brothers Academy
    Lincroft, NJ
  • 10/2021 → 08/2022
    Robinson Ale House
    Long Branch, NJ
  • 08/2023 → Present
    Cetera Wealth Services, Llc
    Manasquan, NJ
  • 08/2023 → Present
    Schaumburg, IL
Previous Registrations
  • 2023-01-04 → 2023-08-10
    Securian Financial Services, Inc.
    Manasquan, NJ
    St. Paul, MN
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-11-14
  • S66 Uniform Combined State Law Examination
    2022-11-14

View on SEC IAPD

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