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4050 Innslake Drive Suite 250, Glen Allen, VA 23060 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2019-03-06 |
Branch Locations
4050 Innslake Drive Suite 250, Glen Allen, VA 23060 • United States
89 Headquarters Plaza North Suite 1430, Morristown, NJ 07960 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Purchase | NY | 07/2013 | 04/2018 |
| Capitol Securities Management, Inc. | Florham Park | NJ | 02/2019 | Present |
| Cambridge Life Brokerage Llc | New York | NY | 07/2006 | Present |
Name of Business: Cambridge Life Brokerage (DBA: Cambridge Insurance Advisors) Investment-related: Yes Address: 875 Avenue of the Americas Suite 801 New York, NY 10001 Nature of the other business: Employee benefits brokerage providing health, dental, life, vision and disability insurance to mid-market employers. Also individual life and disability brokerage Position, title, or relationship with the other business: President Start date: ongoing since 2006 Approx number of hours/month you devote to the other business: 200 Approx number of hours/month you devote to the other business during securities trading hours: 40 Describe your duties relating to the other business: running sales, managing client relationships, managing operations of 15 employees
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-12-12 |
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