Best Investors Account Sign in
Inactive

Gregory Mark Makowski

Cfs Investment Advisory Services LLC

Totowa, NJ

Claim This Profile
Current Employers
Cfs Investment Advisory Services Llc

97 Lackawanna Avenue Suite 101, Totowa, NJ 07512 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-09-15
PA RA APPROVED 2014-04-23
NJ RA APPROVED 2004-10-13
  • NY RA
    APPROVED
    Since 2021-09-15
  • PA RA
    APPROVED
    Since 2014-04-23
  • NJ RA
    APPROVED
    Since 2004-10-13

Branch Locations

97 Lackawanna Avenue Suite 101, Totowa, NJ 07512 • 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
Cfs Investment Advisory Service, L.L.C. Totowa NJ 01/1997 Present
Cambridge Investment Research, Inc Fairfield IA 02/2005 12/2017
  • 01/1997 → Present
    Cfs Investment Advisory Service, L.L.C.
    Totowa, NJ
  • 02/2005 → 12/2017
    Cambridge Investment Research, Inc
    Fairfield, IA
Other Businesses

1. INDEPENDENT INSURANCE AGENT, 97 LACKAWANNA AVE, STE 101, TOTOWA, NJ, 9/1981 FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 2/WK - 2/TRADING. 2. DEROSA FAMILY TRUST 4411 LOS FELIZ BLVD APT 506 LOS ANGELES, CA 90027. BEGAN 7/1/12 AS TRUSTEE FOR A FAMILY TRUST OF A 30 YR OLD FRIEND. HE NAMED ME AS THE EXECUTOR AND TRUSTEE FOR HIS FAMILY. NOT THE REP/ADVISOR ON ANY ACCOUNTS INVOLVED WITH THE TRUST. NOT INVESTMENT RELATED. DEVOTES 2 HRS/MNTH. 2 HOURS DURING TRADING. 3. CFSIAS, LLC, 97 LACKAWANNA AVE, STE 101, TOTOWA, NJ 07512. BEGAN 6/2005 AS MANAGING MEMBER FOR REAL ESTATE WHERE BUSINESS IS LOCATED. DEVOTES 1 HR/WK-NONE DURING TRADING. 4. CFS INVESTMENT ADVISORY SERVICES LLC, 97 LACKAWANNA AVE, STE 101, TOTOWA, NJ, 1/1994 AS MANAGING MEMBER/ADVISORY REP OF A RIA. INV REL - 40/WK - 40/TRADING. 5. CFS Investment Advisory Services, LLC 97 Lackawanna Ave Suite 101, Totowa NJ 07512. CO-Author of Book/ Managing Member. 9/6/2017. Investment Related. 2/weekly, 0/trading. 6. WILLIAM PATERSON UNIVERSITY COTSAKOS COLLEGE OF BUSINESS, 300 POMPTON RD, WAYNE, NJ, 10/2018 AS ADVISORY AND ADVANCEMENT BOARD MEMBER. NIR - 5/MO - 0/TRADING. 7. CFSIAS II, LLC, 97 LACKAWANNA AVE, STE 101, TOTOWA, NJ 07512. BEGAN 1/2020 AS MANAGING MEMBER FOR REAL ESTATE WHERE BUSINESS IS LOCATED. DEVOTES 1 HR/WK-NONE DURING TRADING.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-12-15
S63 Uniform Securities Agent State Law Examination 1989-01-11
  • S65 Uniform Investment Adviser Law Examination
    1999-12-15
  • S63 Uniform Securities Agent State Law Examination
    1989-01-11
Designations
Other Names
  • Greg Makowski

View on SEC IAPD

More in Totowa, NJ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor