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475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-07-11 |
Branch Locations
330 Changebridge Rd Suite 101, Pine Brook, NJ 07058 • United States
475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Blue Line Realty Dba Keller Williams Suburban Real | Livingston | NJ | 05/2023 | Present |
| Roseland Retirement Planning | Pine Brook | NJ | 04/2023 | Present |
| Retire Now Llc | Roseland | NJ | 04/2023 | Present |
| Definitely Organized Llc | Roseland | NJ | 09/2017 | 10/2024 |
| Organized Transitions Llc | Fanwood | NJ | 01/2020 | 10/2024 |
| Simplicity Wealth | Pine Brook | NJ | 06/2023 | Present |
| N/A | Roseland | NJ | 06/2013 | 06/2017 |
| Financial Independence Network Llc | Green Village | NJ | 06/2013 | 03/2023 |
| Benefit Providers Llc | Fairfield | NJ | 01/2024 | Present |
(1) Roseland Retirement Planning; Insurance Representative; investment related: Yes; 330 Changebridge Rd Suite 101 Pine Brook NJ 07058 USA; Duties: insurance product sales; 2023/04/01; Hours per month devoted to business during trading hours: 120; Hours per month devoted to business outside trading hours: 100; Percentage of total yearly compensation expected to be derived from the business: 95; (2) Blue Line Realty DBA Keller Williams Suburban Realty; Realtor; Investment related: No; 4245 Town Center Way Livingston NJ 07039 USA; Real estate sales and rentals; Duties: real estates sales; 2023/05/16; Hours per month devoted to business during trading hours: 2; Hours per month devoted to business outside trading hours: 5; Percentage of total yearly compensation expected to be derived from the business: 5; (3) Retire Now LLC; President; Investment related: Yes; 51 Artho Ln Roseland NJ 07068 USA; Duties: insurance product sales; 2023/04/09; Hours per month devoted to business during trading hours: 30; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 95; (4) Benefit Providers LLC; Medicare Sales;Is the business investment related: No; Location of the business: 195 Fairfield Avenue, Suite 3C Fairfield NJ 07006 USA; Description of the business: Health, Medicare Solutions, Dental services; Responsibilities Duties: medicare sales; Start date with business: 2024/01/01; Hours per month devoted to business during trading hours: 5; Hours per month devoted to business outside trading hours: 5; Percentage of total yearly compensation expected to be derived from the business: 10;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-17 |
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