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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-10-02 |
| CA | RA | APPROVED | 2024-09-27 |
Branch Locations
2555-2595 W Chandler Blvd Ci Client Management, Chandler, AZ 85224 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Alyjen Consulting Corp | East Brunswick | NJ | 02/2010 | 06/2021 |
| Guardian Life Insurance Company | Paramus | NJ | 06/2021 | 05/2023 |
| Park Avenue Securities, Llc | Paramus | NJ | 07/2022 | 05/2023 |
| Massmutual Life Insurance Co | Iselin | NJ | 05/2023 | 06/2024 |
| Mml Investors Services, Llc | Iselin | NJ | 06/2023 | 06/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chandler | AZ | 08/2024 | Present |
| Bankers Life Insurance | Bridgewater | NJ | 06/2024 | 08/2024 |
| Freedom Equity Group Llc | East Brunswick | NJ | 02/2017 | 05/2020 |
| Barnum Financial | Iselin | NJ | 05/2023 | 06/2024 |
| Certified Financial Services | Paramus | NJ | 06/2021 | 05/2023 |
| Bank Of America, N.A. | Chandler | AZ | 10/2024 | Present |
Name of the other business Bosc-Rak Investments, LLC Whether the business is investment-related Investment related: No Address of the other business Bonita Springs, Florida 34135Nature of the other business Real Estate Property purchases Your position President, Co-owner Title, or relationship with the other business Co-Owner Start date of your relationship4/2015Approximate number of hours/month you devote to the other business2Number of hours you devote to the other business during securities trading hours0Briefly describe your duties relating to the other business Own a property used as vacation home in Florida. Name of the other business P.C Action Network Whether the business is investment-related No. A charity organization Address of the other business El Segundo, CA 90245Nature of the other business Charitable organization dedicated to research and testing Your position Mission and Advocacy Chair-New Jersey Affiliate. Soon to be transferring to same role for the Arizona Affiliate Title, or relationship with the other business Mission and Advocacy Chair-New Jersey Affiliate. Soon to be transferring to same role for the Arizona Affiliate Start date of your relationship11/2012Approximate number of hours/month you devote to the other business5Number of hours you devote to the other business during securities trading hours0Briefly describe your duties relating to the other business My role is to interact with US Congress to ensure the organization gets proper funding from the US Congress for testing, research, and support efforts via the US Budget. I have no investment or decision-making authority for the organization.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 1987-11-06 |
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