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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 | 2024-10-09 |
| NY | RA | APPROVED | 2024-10-08 |
Branch Locations
766 Shrewsbury Ave E, Ste. 302, Tinton Falls, NJ 07724 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Verizon Telecommunications | Bronx | NY | 08/1995 | Present |
| Newbridge Securities Corporation | Sea Girt | NJ | 09/2022 | 10/2023 |
| Cetera Wealth Services, Llc | El Segundo | CA | 06/2024 | Present |
| Tax Remedy Hub | New York | NY | 05/2020 | Present |
| Jetsetters Unlimited Llc | New York | NY | 04/2015 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 10/2024 | Present |
1. NAME OF OTHER BUSINESS: NEW YORK STATE SOCIETY OF ENROLLED AGENTS; INVESTMENT RELATED: NO; ADDRESS: NEW YORK, NY 10030; NATURE OF BUSINESS: SOCIETY OF ENROLLED AGENTS / TAX RELATED; START DATE: 01/2022; POSITION/TITLE/RELATIONSHIP: NYC METRO CHAPTER REPRESENTATIVE; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: MY COMMITTEE PLANS STRATEGIES TO SUCCESSFULLY RECRUIT FELLOW ENROLLED AGENTS INTO OUR ORGANIZATION FROM OUR LOCAL AREA TO ATTEND OUR LEARNING CONFERENCES, SEMINARS AND TO NETWORK WITH OTHER TAX PROFESSIONALS; 2. NAME OF OTHER BUSINESS: TAX REMEDY HUB; INVESTMENT RELATED: NO; ADDRESS: NEW YORK, NY 10030; NATURE OF BUSINESS: TAX PREPARATION, PLANNING AND REPRESENTATION FOR CLIENTS THAT NEED TAX RETURNS PREPARED AND/OR HAVE TAX DEBT; START DATE: 05/2020; POSITION/TITLE/RELATIONSHIP: OWNER / ENROLLED AGENT; APX NUMBER OF HOURS PER WEEK: 30; APX NUMBER OF HOURS DURING TRADING HOURS: 2; BRIEF DESCRIPTION OF DUTIES: PREPARE TAX RETURNS FOR INDIVIDUALS AND BUSINESS CLIENTS. ASSIST WITH TAX PLANNING TO MINIMIZE TAX DEDUCTIONS. ASSIST TAXPAYERS THAT NEED HELP WITH TAX DEBT. 3. NAME OF OTHER BUSINESS: JETSETTERS UNLIMITED LLC; INVESTMENT RELATED: NO; ADDRESS: NEW YORK, NY 10030; NATURE OF BUSINESS: TRAVEL PLANNING SERVICES; START DATE: 04/2015; POSITION/TITLE/RELATIONSHIP: OWNER / TRAVEL ADVISOR; APX NUMBER OF HOURS PER WEEK: 10; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: RESEARCH AND BOOK LEISURE VACATIONS FOR INDIVIDUALS; 4. NAME OF OTHER BUSINESS: VERIZON TELECOMMUNICATIONS; INVESTMENT RELATED: NO; ADDRESS: 325 EXTERIOR ST, BRONX, NEW YORK 10451; NATURE OF BUSINESS: PHONE, INTERNET, AND CABLE SERVICES; START DATE: 08/1995; POSITION/TITLE/RELATIONSHIP: FIELD TECHNICIAN; APX NUMBER OF HOURS PER WEEK: 35; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: INSTALLING FIBER OPTIC HUBS INTO BUILDINGS, INSTALLING, SPLICING, AND TESTING FIBER OPTIC CABLES TO PROVIDE INTERNET AND PHONE SERVICE TO INDIVIDUALS AND BUSINESSES; 5. NAME OF OTHER BUSINESS: ROSSO FINANCIAL GROUP; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: SECURITIES-RELATED DBA; START DATE: 06/2024; POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR; APX NUMBER OF HOURS PER WEEK: 20; APX NUMBER OF HOURS DURING TRADING HOURS: 20; BRIEF DESCRIPTION OF DUTIES: FINANCIAL SERVICES;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-09-20 |
| S65 | Uniform Investment Adviser Law Examination | 2024-02-07 |
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