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429 Hooper Avenue, Toms River, NJ 08753 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-01-29 |
Branch Locations
3 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 |
|---|---|---|---|---|
| International Assets Advisory, Llc | Toms River | NJ | 03/2016 | 11/2017 |
| Great Lakes And Atlantic Wealth Management | Charlotte | NC | 11/2017 | 12/2017 |
| Red Oak Capital Management, Inc. | Chicago | IL | 07/2018 | 06/2022 |
| Island Financial Advisors | Toms River | NJ | 01/2013 | 01/2022 |
| Island Financial Advisors | Toms River | NJ | 01/2022 | Present |
1) ISLAND FINANCIAL ADVISORS non investment related,429 HOOPER AVENUE TOMS RIVER, NJ 08753 -tax preparation practice. President 08/2012-Seasonal February 1st thru April 15th - 50 hours per week during that time span devote 5 hours per day to this business during securities trading hours -I prepare tax returns 2. ISLAND FINANCIAL ADVISORS non investment related,429 HOOPER AVENUE TOMS RIVER, NJ 08753 insurance -fixed annuities, life insurance, self-employed - agent since 9/1993 - 5 hours per week 1/2 hr per day during securities trading hours - discuss insurance products with clients/ prospects. 3. ISLAND FINANCIAL ADVISORS non investment related,429 HOOPER AVENUE TOMS RIVER, NJ 08753 real estate owner 1/2013 1 hour per month - zero hours during securities trading hours - landlord.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-11-20 |
| S63 | Uniform Securities Agent State Law Examination | 1984-04-26 |
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