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Charlotte, NC • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2020-04-06 |
Branch Locations
14804 Resolves Lane, Charlotte, NC 28277 • USA
Plymouth, MA • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Essex Securities, Llc | Topsfield | MA | 08/2015 | 11/2016 |
| Global Investment Advisors, Llc | Topsfield | MA | 08/2015 | 11/2016 |
| Retired/Caregiver | Norwell | MA | 11/2016 | 01/2020 |
| Supreme Alliance Llc | Charlotte | NC | 01/2020 | Present |
1. DBA-NORTHEAST WEALTH MANAGEMENT. DBA CORE BUSINESS GROUP OUR SALES COACH, Braintree, Ma non-investment related, beginning 2015, hours as needed Insurance Brokerage, Norwell, MA for fixed (non variable) insurance products and insurance 2. SAMANDERINLEA LLC - REAL PROPERTY AND SOC SIGNATOR - SINCE 8/8/2014 - beneficial interest. 3. Core Business Group 80 Washington Street Norwell, MA 781-356-2969 Duties: Compensation and Rewards Design Title: President Start Date: 2000 Hours: 10 Email Address: jjmoniz@corebusinessgroup.com Website: www.corebusinessgroup.com 4. Tax Preparation 80 Washington Street Norwell, MA 781-356-2969 Duties: Tax Preparation Title: President Start Date: 2000 Hours: 1-2 Email Address: jmoniz@corebusinessgroup.com Website: www.corebusinessgroup.com 5. My Sales Coach 80 Washington Street Norwell, MA 781-356-2969 Duties: Chief Growth Officer Title: Sales Coach Start Date: 6/2015 Hours: 10 Email Address: jmoniz@corebusinessgroup.com Website: www.corebusinessgroup.com 6. Author 80 Washington Street Norwell, MA 781-356-2969 Duties: Writing Blogs/Book Title: Grow Dammit! Start Date: 2000 Hours: 1-2 Email Address: jmoniz@corebusinessgroup.com Website: www.corebusinessgroup.com 7. Keynote Speaker, Presenter, Lecturer 80 Washington Street Norwell, MA Duties: Estate Planning Lectures and Business Development Lectures Hours: 5 8. Trustee Rolling Mill Condo Association 91 Newfield St Title: Trustee Start Date: 1-1-2022 Total Monthly Hours: 3 Total Monthly Hours during Business Hours: 1 Nature of Business: Condo Association Business Related: no Compensation: none Duties: Approve contracts and requests from owners Private Security Transaction? No
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 2019-11-14 |
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