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Inactive

Cal Christopher Cacciaguida

Sterling Financial Planning Inc

Sparta, NJ

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Current Employers
Sterling Financial Planning Inc

60 Blue Heron Road, Suite 201, Sparta, NJ 07871-2608 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2023-08-15
  • NJ RA
    APPROVED
    Since 2023-08-15

Branch Locations

60 Blue Heron Road, Suite 201, Sparta, NJ 07871-2608 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Securian Financial Services Inc St. Paul MN 07/2018 08/2018
Minnesota Life Insurance Co St. Paul MN 07/2018 08/2018
Allied Wealth Partners Parsippany NJ 07/2018 08/2018
Morgan Stanley Florham Park NJ 09/2016 01/2018
Ramapo College Of New Jersey Mahwah NJ 09/2014 05/2018
Summit Equities, Inc. Parsippany NJ 09/2018 10/2018
Purshe Kaplan Sterling Investments Albany NY 10/2018 06/2023
Summit Financial, Llc Parsippany NJ 12/2018 06/2023
Sterling Financial Planning Inc Sparta NJ 07/2023 Present
  • 07/2018 → 08/2018
    Securian Financial Services Inc
    St. Paul, MN
  • 07/2018 → 08/2018
    Minnesota Life Insurance Co
    St. Paul, MN
  • 07/2018 → 08/2018
    Allied Wealth Partners
    Parsippany, NJ
  • 09/2016 → 01/2018
    Morgan Stanley
    Florham Park, NJ
  • 09/2014 → 05/2018
    Ramapo College Of New Jersey
    Mahwah, NJ
  • 09/2018 → 10/2018
    Summit Equities, Inc.
    Parsippany, NJ
  • 10/2018 → 06/2023
    Purshe Kaplan Sterling Investments
    Albany, NY
  • 12/2018 → 06/2023
    Summit Financial, Llc
    Parsippany, NJ
  • 07/2023 → Present
    Sterling Financial Planning Inc
    Sparta, NJ
Previous Registrations
  • 2018-12-21 → 2023-06-30
    Summit Financial, Llc
    Parsippany, NJ
  • 2018-12-12 → 2018-12-21
    Summit Equities, Inc.
    Parsippany, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-12-03
  • S66 Uniform Combined State Law Examination
    2018-12-03
Designations
Other Names
  • Cal Christopher Cacciaguida
  • Cal C Cacciaguida
  • Cal Cacciaguida

View on SEC IAPD

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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
AMERIPRISE FINANCIAL SERVICES, LLC
J.P. MORGAN SECURITIES LLC

Other Investors

GLEN ANDREW THOMAS
ROSS DAVID WEINER
CONSTANCE PAULA MILLAHN
Richard Sanchez
DEANNA IANNUZZI
NICHOLAS ANTHONY NICOLETTE
MATTHEW JOSEPH HANNUM
RICHARD DENNIS BYANK

Other Offices

MARK SCORDATO & ASSOCIATES · SPARTA, NJ
STERLING FINANCIAL PLANNING INC · SPARTA, NJ
CETERA INVESTMENT ADVISERS LLC · SPARTA, NJ
PNC WEALTH MANAGEMENT LLC · SPARTA, NJ
EDWARD JONES · SPARTA, NJ
LPL FINANCIAL LLC · SPARTA, NJ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SPARTA, NJ
AMERIPRISE FINANCIAL SERVICES, LLC · Sparta, NJ

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