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2 Perimeter Park South Suite 500 West, Birmingham, AL 35243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-07-23 |
Branch Locations
2 Perimeter Park South Suite 500 West, Birmingham, AL 35243 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mancini Pizza | East Brunswick | NJ | 05/2016 | 06/2017 |
| New Jersey Lacrosse Training | Colts Neck | NJ | 07/2017 | 07/2018 |
| New Jersey Lacrosse Training | Colts Neck | NJ | 05/2019 | 05/2020 |
| Infinite Income Agency | East Brunswick | NJ | 01/2021 | 07/2023 |
| New York Life Insurance Company | New York | NY | 07/2023 | 10/2024 |
| Mount Saint Mary College | Newburgh | NY | 06/2017 | 06/2021 |
| East Brunswick Hs | East Brunswick | NJ | 06/2013 | 06/2017 |
| Nylife Securities Llc | New York | NY | 01/2024 | 10/2024 |
| Stonex Securities Inc. | Mantoloking | NJ | 01/2025 | Present |
| Stonex Advisors Inc. | Mantoloking | NJ | 07/2025 | Present |
1. Excalibur Brokerage Agency - 13 Junction Pond Lane Monmouth Junction, NJ 08852 Nature of Business: Sales of Life, Health, Disability, and Long Term Care Insurance Investment Related: Yes Business Position: Insurance Agent Business Duties: Sales of Life, Health, Disability, and Long Term Care Insurance Business Start Date: 03/01/2025 Approximately ten hours spent on this OBA monthly, with zero during market hours 2. Partners Financial Group - 143 Rt 35 North Mantoloking NJ 08738 Nature of Business: DBA for working with StoneX Investment Related: No Business Position: Financial Consultant Business Duties: Help clients improve financial situation Business Start Date: 01/01/2025 Approximately 40 hours spent on this OBA monthly 3. Instacart Shopper Nature of Business: Shopping for groceries and delivering them to person who ordered Investment Related: No Business Position: shopper Business Duties: Shopping for groceries and delivering them to person who ordered Business Start Date: 05/13/2026 Approximately 20 hours spent on this OBA monthly; with 0 during market hours 4. Senior Services of North America, Inc. - 532 Broadhollow Rd #106, Melville, NY 11747 Nature of Business: Help seniors sign up with Medicare advantage plan Investment Related: Yes Business Position: Agent Business Duties: Connect with live leads who are looking for medicare plans, help find out if they are a good fit and help sign them up. Business Start Date: 07/01/2026 Approximately 10 hours spent on this OBA monthly; with 0 during market hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-22 |
| S63 | Uniform Securities Agent State Law Examination | 2024-09-13 |
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