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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 |
|---|---|---|---|---|
| Blackrock | New York | NY | 09/1997 | 03/2017 |
| Unemployment | Howell | NJ | 03/2017 | 12/2017 |
| Cetera Advisors | Denver | CA | 12/2017 | 10/2018 |
| Minnesota Life | St. Paul | MN | 10/2018 | 08/2023 |
| Securian Financial Services Inc. | St. Paul | MN | 10/2018 | 08/2023 |
| Mid Atlantic Resource Group | Wall | NJ | 10/2018 | Present |
| Premier Financial | Jackson | NJ | 12/2017 | 10/2018 |
| Cetera Wealth Services, Llc | Wall | NJ | 08/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2023 | Present |
| 1800 Equity Partners Llc | Wall | NJ | 03/2024 | Present |
| Margfinancial | Wall | NJ | 01/2021 | Present |
1. MARG FIXED INSURANCE POSITION: Salesperson NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 2 START DATE: 10/01/2018 ADDRESS: , Wall NJ , United States DESCRIPTION: Salesperson; 2. NAME OF OTHER BUSINESS: 1800 EQUITY PARTNERS LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: HOLDING LLC; START DATE: 3/2024; POSITION/TITLE/RELATIONSHIP: CO-OWNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: HOLDING COMPANY - NO DUTIES; 3. NAME OF OTHER BUSINESS: PINELANDERS YOUTH SOCCER CLUB; INVESTMENT RELATED: NO; ADDRESS: PO BOX 455 HOWELL, NJ 07731; NATURE OF BUSINESS: SOCCER LEAGUE; START DATE: 05/2025; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER/ASSISTANT COACH; APX NUMBER OF HOURS PER WEEK: 2.5; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: YOUTH SOCCER LEAGUE; 4. NAME OF OTHER BUSINESS: MARGFINANCIAL; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 01/2021; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 30; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-04-26 |
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