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97 Lackawanna Avenue Suite 101, Totowa, NJ 07512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-09-15 |
| PA | RA | APPROVED | 2014-04-23 |
| NJ | RA | APPROVED | 2004-10-13 |
Branch Locations
97 Lackawanna Avenue Suite 101, Totowa, NJ 07512 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cfs Investment Advisory Service, L.L.C. | Totowa | NJ | 01/1997 | Present |
| Cambridge Investment Research, Inc | Fairfield | IA | 02/2005 | 12/2017 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-15 |
| S63 | Uniform Securities Agent State Law Examination | 1989-01-11 |
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