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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-07-29 |
| NJ | RA | APPROVED | 2022-07-28 |
Branch Locations
186 Wood Ave S Suite 301, Iselin, NJ 08830 • United States
Toms River, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Connectone Bank | Union | NJ | 06/2010 | 08/2017 |
| Guardian Life Insurance Co Of America | Cranford | NJ | 08/2017 | 07/2022 |
| Park Avenue Securities | Cranford | NJ | 01/2018 | 07/2022 |
| Massmutual Life Insurance Company | Iselin | NJ | 06/2022 | Present |
| Mml Investors Services, Llc | Iselin | NJ | 07/2022 | Present |
(1)NAME: LANCOS HOLDINGS, LLC INV REL: Y ADD: RESIDENTIAL NATURE: RENTAL REAL ESTATE START DATE: 11/01/2020 NO HRS/MO: 5 NO HRS/MO DUR TRADING: 0 DUTIES: COLLECT RENT, MANAGE PROPERTY (2) NAME: DEPAOLA DISTRIBUTORS LLC INV REL: N ADD: RESIDENTIAL NATURE: DISTRIBUTION- VENDING MACHINES START DATE: 08/01/2019 NO HRS/MO: 20 NO HRS/MO DUR TRADING: 0 DUTIES: HANDLE FINANCIALS MANAGE VENDORS (3) JDP HOLDINGS LLC INV: Y ADD: RESIDENTIAL NATURE: RENTAL REAL ESTATE START DATE: 11/01/2020 NO HRS/MO: 5 NO HRS/MO DUR TRADING: 0 DUTIES: COLLECT RENT, MANAGE PROPERTY (4) NAME: JOHN DEPAOLA INV REL: Y ADD: AT RESIDENTIAL ADDRESS NATURE: OUTSIDE INSURANCE POSITION: INDEPENDENT INSURANCE AGENT START DATE: 08/01/2023 NO. HR/MO: 1 NO. HR/MO DURING SEC TRADING: 1 DESCRIBE DUTIES: LIFE, DISABILITY, LONG-TERM CARE & FIXED ANNUITIES (5) NAME: JDP ADVISORY GROUP, LLC INV REL: Y ADDR: 186 WOOD AVE S, SUITE 301, ISELIN, NJ 08830 NATURE: LLC OWNERSHIP POSITION: OWNER START DATE: 11/08/2022 NO. HR/MO: 40 NO. HR/MO DURING SEC TRADING: 40 DUTIES: DBA NAME USED FOR MARKETING OF THE PRACTICE
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-05-11 |
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