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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-09-01 |
Branch Locations
27 West Street, Suite 16 Wall Street Corporate Center, Red Bank, NJ 07701 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2005-03-09 |
Branch Locations
27 West Street, Suite 16, Red Bank, NJ 07701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Elite Brokerage Group Llc | Jersey City | NJ | 10/1980 | Present |
| Garden State Retirement Specialists, Llc | Red Bank | NJ | 11/1999 | Present |
| Sagepoint Financial, Inc. | Phoenix | AZ | 01/2009 | 09/2023 |
| Osaic Wealth, Inc. | Red Bank | NJ | 09/2023 | Present |
1. A&M LLC, NOT INVEST-RELATED, 27 WEST STREET, RED BANK NJ 07701, PARTNER, 01/1999; 10 HRS/MTH; NONE DT; OWNS OFFICE BUILDING AND RENT SPACE TO TENANTS. 2. GARDEN STATE RETIREMENT SPECIALISTS, LLC POSITION: Owner - NATURE: Limited Liability Company - INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 140 START DATE: 11/30/1999 ADDRESS: 27 West Street Red Bank, NJ 07701, Red Bank, NJ 07701 NJ 07701, United States DESCRIPTION: provide investment related advice to advisory clients 3. THE ELITE BROKERAGE GROUP, LTD. POSITION: Owner NATURE: Limited Liability Company INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 07/05/1986 ADDRESS: 27 West Street, Suite 16, Red Bank NJ 07701, United States DESCRIPTION: Provide fixed Life insurance, fixed annuities and health insurance to existing clients and referred clients.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-09 |
| S63 | Uniform Securities Agent State Law Examination | 1987-05-04 |
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