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99 Corbett Way Suite 103, Eatontown, NJ 07724 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-07-26 |
| PA | RA | APPROVED | 2019-04-26 |
| TX | RA | APPROVED_RES | 2017-05-09 |
| NJ | RA | APPROVED | 2014-01-24 |
Branch Locations
99 Corbett Way Suite 103, Eatontown, NJ 07724 • United States
Port Charlotte, FL • United States
Flemington, NJ • United States
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-04-09 |
| NJ | RA | APPROVED | 2024-03-21 |
| TX | RA | APPROVED | 2024-03-21 |
Branch Locations
28874 Blaisdell Drive, Naples, FL 34119 • United States
99 Corbett Way Ste 103, Eatontown, NJ 07724 • United States
Port Charlotte, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rockdale Financial Services Inc. | Eatontown | NJ | 01/2014 | Present |
| Cetera Advisors Llc | St Cloud | MN | 02/2008 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 01/2024 | Present |
| Imagine Retirement, Llc | Eatontown | NJ | 11/2025 | Present |
1) ROCKDALE FINANCIAL SERVICES, INC. INVESTMENT RELATED, ADDRESS SAME AS REGISTERED LOCATION, REGISTERED INVESTMENT ADVISOR, STARTED JANUARY 1, 2010, 25 HRS PER WEEK - DURING TRADING HOURS, EXECUTIVE VICE PRESIDENT, FINANCIAL SERVICES AND ADMINISTRATION. 2) FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED, ADDRESS SAME AS REGISTERED LOCATION, START 2008, 10 HRS/WEEK, VARIES DURING TRADING HOURS, INSURANCE AGENT SELLS LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG TERM CARE 3) IMAGINE RETIREMENT, LLC; INVESTMENT RELATED; ADDRESS SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 11/2025; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-01-19 |
| S63 | Uniform Securities Agent State Law Examination | 1993-03-15 |
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