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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 | 2026-01-02 |
Branch Locations
1800 Route 34 Building 2 Suite 201, Wall, NJ 07719 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guess Inc. | Jackson Twp | NJ | 04/2016 | 07/2019 |
| Amazon | Robbinsville Twp | NJ | 05/2017 | 01/2020 |
| Lowes | Howell | NJ | 04/2020 | 08/2021 |
| Lime Painting/ Grettano | Oceanport | NJ | 07/2021 | 08/2022 |
| Ups | Lakewood | NJ | 09/2022 | 01/2023 |
| Peach Closets | Red Bank | NJ | 09/2022 | 08/2023 |
| Durham Llc | Freehold | NJ | 10/2023 | 02/2024 |
| Unemployed | Jackson | NJ | 02/2020 | 04/2020 |
| Unemployed | Jackson | NJ | 02/2023 | 09/2023 |
| Cetera Wealth Services, Llc | El Segundo | CA | 12/2025 | Present |
| Monsey Trails | Spring Valley | NY | 10/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 01/2026 | Present |
| Margfinancial | Wall | NJ | 01/2026 | Present |
1) *Monsey Trails *Business is not investment related * 8 Washington Avenue Spring Valley NY 10977 *Bus Driver, I drive a charter bus from Lakewood to Brooklyn carrying passengers. *Employee *02/2024 *Total hours once employment begins with Cetera/MARGfinancial will be 8 hours (Sunday only). Currently I work as full time 40 hours. *Pick up passengers at Lakewood in a bus, drop them off in Brooklyn. 2) NAME OF OTHER BUSINESS: MARGFINANCIAL; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 01/2026; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-05 |
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