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242 Main Street, Staten Island, NY 10307 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-07-15 |
Branch Locations
242 Main Street, Staten Island, NY 10307 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gwn Securities Inc | Palm Beach Gardens | FL | 07/2015 | 05/2017 |
| The Prudential Insurance Co. Of America | Sarasota | FL | 05/2017 | 01/2020 |
| Pruco Securities, Llc. | Sarasota | FL | 05/2017 | 01/2020 |
| Chelsea Financial Services | Staten Island | NY | 01/2020 | Present |
Insurance Sales through Aetna, Cigna, Mass Mutual and Humana - Not investment related Commission on Sale of Life Insurance GLG Consulting - Not investment related HEARTLAND NATIONAL LIFE INSURANCE CO.-LICENSED AGENT/COMMISSION FOR FIXED ANNUITY SALES/ APPROX 1 HR PER WEEK American General Life Insurance Co. - Market & Sell Life Insurance & Fixed Annuities/ 1 hour before and after regular business day PROTECTIVE LIFE - LIFE INSURANCE AGENT / COMMISSIONS /LESS THAN 1 HOUR A WEEK TRANSAMERICA LIFE - LIFE AGENT/ COMMISSIONS/ LESS THAN 1 HOUR PER WEEK PALM AIRE WOMEN'S CLUB 501(C)(3) - VICE PRESIDENT NO COMPENSATION/1 HOUR PER WEEK/CONDUCT MONTHLY MEETINGS InsuranceSearch LLC - Medicare Insurance - Commission - 3 Hours per month- InsuranceSearch will deliver verified Medicare leads to me during 2026 AEP, which runs from October 15 - December 7, 2025. Agent is paid only if lead results in a new Medicare policy. KEIR PLANNING/ FINANCIAL PLANNING, INVESTMENT RELATED. OWNER AND PRESIDENT/ 5 HOURS PER MONTH/Prepare and implement financial plans for clients/ fee based compensation Alpha Solutions Management - Non- Securities related/ Commission paid by insurance company for the sale of a fixed or index annuity/ 1 hour per month FORETHOUGHT LIFE INSURANCE COMPANY- SALES OF FIXED AND INDEXED ANNUITY PRODUCTS/ COMMISSION-BASED/ 1 HOUR PER MONTH
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-02-02 |
| S63 | Uniform Securities Agent State Law Examination | 1990-11-20 |
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