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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2026-08-03 |
| IN | RA | APPROVED | 2023-08-16 |
| TX | RA | APPROVED | 2023-08-16 |
| NV | RA | APPROVED | 2023-07-20 |
| NY | RA | APPROVED | 2021-04-16 |
| DE | RA | APPROVED | 2018-11-08 |
| NC | RA | APPROVED | 2018-09-24 |
| RI | RA | APPROVED | 2018-09-24 |
| PA | RA | APPROVED | 2018-09-20 |
| OR | RA | APPROVED | 2018-05-09 |
| OH | RA | APPROVED | 2018-04-20 |
| MA | RA | APPROVED | 2018-04-10 |
| IL | RA | APPROVED | 2018-04-04 |
| WI | RA | APPROVED | 2018-04-04 |
| KY | RA | APPROVED | 2018-03-08 |
| UT | RA | APPROVED | 2018-03-08 |
| WA | RA | APPROVED | 2018-01-16 |
| CA | RA | APPROVED | 2017-10-26 |
| SC | RA | APPROVED | 2017-08-23 |
| FL | RA | APPROVED | 2016-11-15 |
| CT | RA | APPROVED | 2015-06-08 |
| MI | RA | APPROVED | 2015-03-23 |
| NH | RA | APPROVED | 2015-03-20 |
| NM | RA | APPROVED | 2014-08-01 |
| VA | RA | APPROVED | 2012-10-01 |
| MO | RA | APPROVED | 2012-02-06 |
| MD | RA | APPROVED | 2011-06-06 |
| HI | RA | APPROVED | 2011-05-05 |
| GA | RA | APPROVED | 2011-03-10 |
| WV | RA | APPROVED | 2011-02-17 |
| AZ | RA | APPROVED | 2010-01-25 |
| DC | RA | APPROVED | 2009-04-06 |
| NJ | RA | APPROVED | 2003-01-15 |
Branch Locations
2111 Nj-34 Suite 100, Wall Township, NJ 07719 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| C & A Financial Group | Wall | NJ | 04/2006 | Present |
| Guardian Life Insurance Company | Manasquan | NJ | 11/1991 | 10/2016 |
| Park Avenue Securities Llc | Manasquan | NJ | 05/1999 | 10/2016 |
| Guardian Life Insurance | Wall | NJ | 10/2016 | Present |
| Park Avenue Securities | Wall | NJ | 10/2016 | Present |
| Congilose & Associates | Wall | NJ | 04/1982 | Present |
1. An Entrepreneur's Guide to Responsible Wealth-Book that I have written and is sold on Amazon.com and through the Institute of Responsible Wealth,. Start: 08/15/2009, Address: N/A, 0 hrs per month, Not investment related, 2. Congilose & Associates Inc.-Health, Life and DI, Start: 03/01/1982, Address: 2111 Hwy 34 S. Wall, NJ 07719, 10 bus hrs per month, Investment related, 3. CONGILOSE ENTERPRISES LLC-Ownership of a commercial office building and commercial land, Start: 01/01/1998, Address: 2111 Hwy 34 S; Wall, NJ 07719, 2 non bus hrs per month, Investment related, 4. Institute of Responsible Wealth-The IRW is the publisher of my book and offers educational resources. It also has all of my radio shows cataloged there, Start: 01/01/2009, Address: 2111 Hwy 34 S; Wall, NJ 07719, 0 hrs per month, Not investment related, 5. Jersey Mikes-Passive investor in 3 sub shops in Central PA, Start: 01/01/2011, Address: State College PA, 0 hrs per month, Investment related, 6. Sell book call Discover Responsible Wealth-Sell a book that I wrote Start: 09/15/2008, Address: 2111 Hwy 34 S Wall, NJ 07719, 0 hrs per month, Not investment related, 7. Atlantic Ridge,LLC-Entity which owns the office building that houses our agency office,. Start: 01/02/2016, Address: 2111 Hwy 34 S Wall, NJ 07719, 2 hours per month 2 hours during securities trading hours, Not Investment related, 8. C&A Financial Group LLC-Guardian General Agency, Start: 04/04/2006, Address: 2111 Hwy 34 South Wall, NJ 07719, Hrs per month - tot/bus: 200/40, Investment related, >10% annual compensation, 9. Financial Adviser Practice and Education Coaching & Training-Teaching advisers how to build and grow a successful holistic planning practice, Start: 01/01/2020, Address: 2111 Hwy 34 South Wall, NJ 07719, 10 bus hrs per month, Not investment related, 10) Author-I have written 5 books since 2008, Start: 01/01/2008, Address: 2111 Hwy 34 South Wall, NJ 07719, 0 total hours per month, Not investment related, No annual compensation, 11) LBKids LLC-Managing Member and 10% owner of my families new LLC, Start: 12/15/2021, Address: 44 Fairview Ave Brick, NJ 08724, 1 total hours per month; 1 during securities trading hours, Investment related, No annual compensation, 12) Hospital Board Trustee-Monmouth Medical Center Southern Campus (Barnabas Health Systems), Start: 02/01/2015, Address: 600 River Ave. Lakewood, Nj 08701, 2 total hours per month; 0 during securities trading hours, Not investment related, No annual compensation, 13) MMC Jersey Shore LLC-Joint Venture of 2 General Agencies, Start: 01/01/2025, Address: 2111 Hwy 34 South Wall, NJ 07719, 5 total hours per month; 5 during securities trading hours, Investment related, More than 10% annual compensation,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-04-09 |
| S63 | Uniform Securities Agent State Law Examination | 1995-10-06 |
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