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1140 Highway 22 East Suite 105, Bridgewater, NJ 08807 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-02-18 |
Branch Locations
1140 Highway 22 East Suite 105, Bridgewater, NJ 08807 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| First Allied Securities, Inc. | San Diego | CA | 12/2008 | 12/2018 |
| First Allied Advisory Services, Inc. | Chesterfield | MO | 07/2012 | 02/2019 |
| Garden State Securities, Inc. | Red Bank | NJ | 03/2019 | 02/2026 |
| Lpl Financial | Red Bank | NJ | 02/2026 | Present |
| Paradigm Wealth Advisory Llc | Red Bank | NJ | 02/2026 | Present |
1. 01/2026 - Perennial Planning Partners LLC - Non-Variable Insurance - Investment Related - 10 Hrs/Mth - 10 Hrs During Trading - Farmingdale, NJ 07727 - OBA Start Date: 01/01/2000 2. 01/2026 - Awaye Realty - Mortgage/Real Estate Services - Investment Related - 2 Hrs/Mth - 0 Hrs During Trading - Brooklyn, NY 11231 - OBA Start Date: 01/01/2016 3. 01/2026 - Perennial Planning Partners - DBA for LPL Business (entity for LPL business) - Investment Related - 160 Hrs/Mth - 160 Hrs During Trading - At Reported Business Location(s) - OBA Start Date: 02/09/2026 4. As a promoter for Mauriello Enterprises, Mr. Lombardozzi receives a portion of the promoter's fee paid to Mauriello Enterprises for referred clients. 5. Mr. Lombardozzi is a licensed insurance professional. Implementations of insurance recommendations are separate and apart from Mr. Lombardozzi's role with Paradigm. As an insurance professional, Mr. Lombardozzi will receive customary commissions and other related revenues from the various insurance companies whose products are sold. Mr. Lombardozzi is not required to offer the products of any particular insurance company. Commissions generated by insurance sales do not offset regular advisory fees. This practice presents a conflict of interest in recommending certain products of the insurance companies. Clients are under no obligation to implement any recommendations made by Mr. Lombardozzi or the Advisor.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-10-06 |
| S63 | Uniform Securities Agent State Law Examination | 1999-04-26 |
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