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2600 Highway 35, Manasquan, NJ 08736 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-12-05 |
Branch Locations
3 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 |
|---|---|---|---|---|
| Innovative Wealth Partners | Manasquan | NJ | 11/2013 | Present |
| The O.N. Equity Sales Company | Cincinnati | OH | 04/2015 | 11/2024 |
| Ohio National Financial Services | Cincinnati | OH | 11/2014 | 11/2024 |
1)INNOVATIVE WEALTH PARTNERS, LLC; 1543 Harbor Road MANASQUAN NJ 08736; INVESTMENT RELATED; SELLING LIFE INSURANCE AND ANNUITIES, LTC, Indexed-UL, Fixed and annuities; AGENT; 01/01/2007-PRESENT; 20 HOUR/MONTH(10 DURING MARKET HOUR); SELLING LIFE INSURANCE AND ANNUITIES. 2). Brick United; 530 RT. 34, Wall Twp, NJ 07727; Not investment related; Foundation/ Charity; Treasurer; 3 Hours/month (0 during securities trading hours); review their books and accounting procedures.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-12-21 |
| S63 | Uniform Securities Agent State Law Examination | 1996-11-11 |
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