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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-02-22 |
| NJ | RA | APPROVED | 2022-02-18 |
Branch Locations
30 Two Bridges Road Suite 320, Fairfield, NJ 07004 • United States
West Orange, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M Holdings Securities, Inc. | East Hanover | NJ | 02/2016 | 02/2022 |
| Greenberg & Rapp Financial Group, Inc. | East Hanover | NJ | 02/2016 | 02/2022 |
| Mml Investors Services Llc | Fairfield | NJ | 02/2022 | Present |
| Massmutual Life Insurance Co | Fairfield | NJ | 02/2022 | Present |
(1)NAME: JEFFREY GAIER INV REL: Y ADDR: 30 TWO BRIDGES ROAD SUITE 320 FAIRFIELD NJ 07004 NATURE: OUTSIDE INSURANCE BUSINESS POSITION: INDEPENDENT INSURANCE BROKER START: 2/18/2022 NO HRS/MO: 20 NO HRS/MO DUR SEC TRADING: 20 DESCRIBE DUTIES: DISABILITY, FIXED ANNUITIES, LIFE/ACCIDENT/HEALTH, & LONG-TERM CARE INSURANCE. (2)NAME: PRIVATE WEALTH PARTNERS, LLC INV REL: Y ADDR: 30 TWO BRIDGES ROAD SUITE 320 FAIRFIELD NJ 07004 NATURE: CONSULTING (NON-SECURITIES) POSITION: OWNER START: 12/01/2023 NO HRS/MO: 74 NO HRS/MO DUR SEC TRADING: 18 DESCRIBE DUTIES: CONSULTING (NON-SECURITIES) (3)NAME: CHILD HEALTH INSTITUTE OF NEW JERSEY INV REL: N ADDR: 89 FRENCH STREET, NEW BRUNSWICK, NJ 08901 NATURE: NOT FOR PROFIT RESEARCH POSITION: BOARD MEMBER START: 2/18/2022 NO HRS/MO: 1 NO HRS/MO DUR SEC TRADING: 1 DESCRIBE DUTIES: ADVISE ON PUBLIC EDUCATION AND AWARENESS FOR THE ORGANIZATION'S GROWTH AND DEVELOPMENT.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1984-06-11 |
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