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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-08-18 |
Branch Locations
2317 Rt 34 Suite 1D & 1E, Manasquan, NJ 08736 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities Llc | Basking Ridge | NJ | 03/2024 | 11/2024 |
| Bank Of America | Pennington | NJ | 01/2020 | 08/2026 |
| Rutgers Business School | New Brunswick | NJ | 09/2014 | 01/2020 |
| Foresters Financial | Iselin | NJ | 09/2017 | 12/2017 |
| Rutgers Golf Course | Piscataway | NJ | 02/2017 | 11/2020 |
| The Prudential Insurance Company Of America | Basking Ridge | NJ | 09/2024 | 08/2026 |
| Lpl Enterprise, Llc | Basking Ridge | NJ | 11/2024 | 08/2026 |
| Cetera Wealth Services, Llc | El Segundo | CA | 08/2026 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2026 | Present |
1. NAME OF OTHER BUSINESS: ALLIED WEALTH PARTNERS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: DBA FOR FINANCIAL SERVICES START DATE: 08/2026 POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR APX NUMBER OF HOURS PER WEEK: 20 APX NUMBER OF HOURS DURING TRADING HOURS: 20 BRIEF DESCRIPTION OF DUTIES: PROVIDE PERSONALIZED GUIDANCE TO HELP INDIVIDUALS AND BUSINESSES MANAGE THEIR MONEY, BUILD WEALTH, AND ACHIEVE LONG-TERM FINANCIAL GOALS; 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 08/2024 APX NUMBER OF HOURS PER WEEK: 20 APX NUMBER OF HOURS DURING TRADING HOURS: 20 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-01 |
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