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4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2017-01-10 |
Branch Locations
1864 Rt 70 East, Cherryhill, NJ 08003 • United States
4135 Nw Urbandale Dr, Urbandale, IA 50322 • USA
2 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 |
|---|---|---|---|---|
| Guardian Life Ins Co | Cherry Hill | NJ | 04/2005 | Present |
| Park Ave Sec | Cherry Hill | NJ | 04/2005 | 12/2016 |
| Integrity Alliance, Llc | Cherryhill | NJ | 01/2017 | Present |
1. P&C SALES SELL MEDICARE SUPPLEMENT TO AGE 65 AND OLDER START: 09/15/2013 ADDRESS: 1864 RT. 70 EAST, CHERRY HILL, NJ 08003 10 BUS HRS PER MONTH INVESTMENT RELATED 2. PROVIDE CPE CREDITS TO CPA'S I AM APPROVED IN NJ AND PA TO PROVIDE CE CREDITS TO CPA'S. I PROVIDE FREE CREDITS TO THEM. START: 04/01/2015 ADDRESS: 1864 RT 70 EAST CHERRY HILL, NJ 08003 3 BUS HRS PER MONTH NOT INVESTMENT RELATED 3. Appoval for other insurance companies To sumbit life or fixed annuites. John Hancock, Lincoln,Minnesota, Mutual of Omaha, TransAmerica,Genworth, Equitrust and AIG Start: 11/16/2015 Address: 1864 Rt. 70 East, Cherry Hill, NJ 08003 4 bus hrs per month Investment Related 4. Book Author Author, to give to clients/prospects Address: 1864 Rt 70 East, Cherry Hill NJ 08003 Start: 01/20-2018 0-10 hrs per month and during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1984-01-31 |
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