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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-08-10 |
| TX | RA | APPROVED_RES | 2023-08-10 |
Branch Locations
1800 Route 34 Bldg 2 Ste 201, Wall, NJ 07719 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mid Atlantic Resource Group | Wall | NJ | 10/1979 | Present |
| Securian Financial Services, Inc. | St Paul | MN | 10/1986 | 08/2023 |
| Minnesota Life | St Paul | MN | 10/1979 | 08/2023 |
| Mid Atlantic Benefit Strategies | Wall | NJ | 10/2002 | Present |
| Jo Jo Players | Neptune | NJ | 01/1996 | 07/2017 |
| Cetera Wealth Services, Llc | Wall | NJ | 08/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2023 | Present |
| 1800 Equity Llc | Wall | NJ | 03/2024 | Present |
1)MARG FIXED INSURANCE POSITION: Partner NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 10/01/2002 ADDRESS: , Wall NJ , United States DESCRIPTION: Partner 2) MARG FOUNDATION POSITION: Member NATURE: Board Member INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2014 ADDRESS: , Wall NJ , United States DESCRIPTION: Member 3) MID ATLANTIC RCOURCE GROUP SOUTH LLC POSITION: Officer NATURE: Business Owner INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/01/2004 ADDRESS: , Wall NJ , United States DESCRIPTION: Officer 4) MID MONMOUTH FINANCIAL CONCEPTS POSITION: Owner NATURE: Business Owner INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/01/1975 ADDRESS: , Wall NJ , United States DESCRIPTION: Owner 5) MONMOUTH MUSEUM BOARD OF TRUSTEES POSITION: Director NATURE: Trustee INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 3 START DATE: 10/18/2019 ADDRESS: , Lincraft NJ , United States DESCRIPTION: Director 6) MID ATLANTIC BENEFITS STRATEGIES POSITION: Partner NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 01/01/1990 ADDRESS: 1800 Route 34, Bldg 2 Suite 201, Wall NJ 07719, United States DESCRIPTION: Employee benefit firm providing health care and ancillary benefits to employers and employees. Management of this division reports to me as CEO of the entire entity,Mid Atlantic Resource Group, llc 7) MID ATLANTIC RESOURCE GROUP CPE CLUB POSITION: Advisory Board NATURE: Trainer/Teacher INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 05/01/2023 ADDRESS: 1800 Route 34, Building Two, Suite 201 NJ 07719, United States DESCRIPTION: The CPE Club will provide CPE credits to CPAs offering various subject matter pertinent to accounting practices. 8) NAME OF OTHER BUSINESS: MID ATLANTIC RESOURCE GROUP, LLC ; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 02/1987; POSITION/TITLE/RELATIONSHIP: CEO/MANAGING PARTNER; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 9. NAME OF OTHER BUSINESS: 1800 EQUITY LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: HOLDING LLC; START DATE: 3/2024; POSITION/TITLE/RELATIONSHIP: CO-OWNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: HOLDING COMPANY - NO DUTIES; 10. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 04/2026; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 2; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS; 11. NAME OF OTHER BUSINESS: LIFE SETTLEMENT BUSINESS; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: LIFE SETTLEMENT; START DATE: 04/2026; APX NUMBER OF HOURS PER WEEK: VARIES; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SELLS LIFE SETTLEMENTS THROUGH WELCOME FUNDS, INC.& ASHAR GROUP;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-12-19 |
| S63 | Uniform Securities Agent State Law Examination | 1985-06-25 |
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