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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 | 2023-08-10 |
Branch Locations
1800 Route 34 Bldg 2 Ste 201, Wall, NJ 07719 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Minnesota Life | St. Paul | MN | 10/2017 | 08/2023 |
| Securian Financial Services Inc. | Wall | NJ | 10/2017 | 08/2023 |
| Mid Atlantic Resource Group | Wall | NJ | 10/2017 | Present |
| Unemployed | Englishtown | NJ | 06/2017 | 10/2017 |
| Cnic, Navy Cyp, Nsa Naples Child Development Center | Gricignano Di Aversa | 12/2015 | 06/2017 | |
| University Of Maryland University College | Online: Adelphi | MD | 04/2015 | 05/2017 |
| Cetera Wealth Services, Llc | Wall | NJ | 08/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2023 | Present |
| Margfinancial | Wall | NJ | 07/2026 | Present |
1. MARG FIXED INSURANCE POSITION: Salesperson NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 2 START DATE: 10/01/2017 ADDRESS: , Wall NJ , United States DESCRIPTION: Salesperson 2. MARLBORO TOWNSHIP VETERANS AND VOLUNTEERS COMMITTEE POSITION: Volunteer NATURE: Volunteer/Community Outreach INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2018 ADDRESS: 1979 Township Drive, Marlboro NJ 07746, United States DESCRIPTION: Develop recruitment and retention programs to facilitate full staffing of Marlboro's firehouses and first aid squads. Advocate for service-connected disability assistance; and establish public information and education activities to promote volunteerism. We also coordinate ceremonies for both Veteran's Day and Memorial Day for the township. 3. ST. THOMAS THE APOSTLE CHURCH POSITION: Bingo Chair NATURE: Volunteer/Community Outreach INVESTMENT RELATED: No NUMBER OF HOURS: 14 SECURITIES TRADING HOURS: 0 START DATE: 07/03/2022 ADDRESS: 333 NJ-18, Old Bridge NJ 08857, United States DESCRIPTION: I am a chairperson for bingo at St. Thomas the Apostle Church. 4. NAME OF OTHER BUSINESS: AMERICAN VETERINARY MEDICAL ASSOCIATION, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: INSURANCE, START DATE: 01/2019, POSITION/TITLE/RELATIONSHIP: AGENT/MEMBER, APX NUMBER OF HOURS PER WEEK: VARIES, APX NUMBER OF HOURS DURING TRADING HOURS: VARIES, BRIEF DESCRIPTION OF DUTIES: HELP VETERINARIANS AND VET STUDENTS WITH THEIR LIFE INSURANCE AND DISABILITY NEEDS; 5. NAME OF OTHER BUSINESS: FIREFLY FINANCIAL; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 03/2025; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 10; APX NUMBER OF HOURS DURING TRADING HOURS: 10; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 6. NAME OF OTHER BUSINESS: MARGFINANCIAL ; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 7/23/2026 ; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL ; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-05-09 |
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