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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 | 2025-02-04 |
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 |
|---|---|---|---|---|
| Landscape Concepts | Freehold | NJ | 06/2016 | 08/2019 |
| Walking On Sunshine | Long Branch | NJ | 05/2021 | 08/2021 |
| Juscollege | Harrisonburg | VA | 08/2021 | 10/2023 |
| Northwestern Mutual | Wall | NJ | 05/2023 | 06/2024 |
| Red Tomato Urban Pizza | Marlboro | NJ | 03/2019 | 06/2020 |
| Saint John Vianney High School | Holmdel | NJ | 09/2016 | 06/2020 |
| James Madison University | Harrisonburg | VA | 08/2020 | 08/2024 |
| Allied Wealth Partners | Manasquan | NJ | 07/2024 | 01/2025 |
| Cetera Wealth Services, Llc | El Segundo | CA | 01/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 02/2025 | Present |
1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 09/2004 APX NUMBER OF HOURS PER WEEK: 3 APX NUMBER OF HOURS DURING TRADING HOURS: 3 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS FIXED INSURANCE PRODUCTS 2. NAME OF OTHER BUSINESS: ALLIED WEALTH PARTNERS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 12/2024 POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL SERVICES
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-08 |
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