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Holmdel, NJ • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-01-06 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Uber | Monroe Township | NJ | 06/2016 | 07/2019 |
| Monroe Liquor & Bar | Monroe Township | NJ | 11/2009 | 04/2019 |
| Park Avenue Securities Llc | New York | NY | 03/2017 | 02/2018 |
| Guardian Life Insurance Company Of America | Wall | NJ | 01/2017 | 02/2018 |
| Wbi Investments, Inc. | Red Bank | NJ | 02/2018 | 09/2021 |
| Millington Securities, Inc. | Red Bank | NJ | 02/2018 | 09/2021 |
| Flx Distribution, Inc. | Bernardsville | NJ | 09/2021 | 01/2022 |
| Alps Distributors, Inc. | Denver | CO | 09/2021 | 01/2022 |
| Millstone Financial Group | Millstone | NJ | 05/2015 | 02/2018 |
| Millstone Financial Group | Millstone | NJ | 01/2022 | 09/2025 |
| Millstone Financial Group | Millstone | NJ | 04/2024 | 09/2025 |
| Securus Wealth Management | Red Bank | NJ | 10/2025 | Present |
| Securus Wealth Management | Red Bank | NJ | 10/2025 | Present |
Securus Wealth Management as an insurance agent. Start date is 10/2025. Approximately 40 hours per month spent on this part of the business. Duties are to assess clients financial needs and provide them with options for their specific situation, ie. life insurance, LTC, or annuities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-01 |
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