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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2022-03-08 |
Branch Locations
Suite 10201 10000 Sagemore Drive, Marlton, NJ 08053 • United States
Spring Lake Heights, NJ • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2022-03-07 |
Branch Locations
Suite 10201 1000 Sagemore Drive, Marlton, NJ 07762 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment | Manasquan | NJ | 06/2012 | 01/2019 |
| Mariner Wealth Advisors-Manasquan, Llc | Manasquan | NJ | 04/2014 | 01/2019 |
| Msec, Llc | Overland Park | KS | 01/2019 | 01/2022 |
| Mariner Wealth Advisors | Manasquan | NJ | 11/2016 | 01/2022 |
| Lincoln Investment | Fort Washginton | PA | 03/2022 | Present |
| Capital Analysts | Fort Washington | PA | 03/2022 | Present |
SPRING LAKE GOLF CLUB POSITION: I am a member of the Caddie Scholarship committee NATURE: Non-Profit Private Golf Club INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2017 ADDRESS: 901 Warren Avenue, Spring Lake Heights NJ 07762, United States DESCRIPTION: As a member of the Caddie Scholarship committee, we are responsible for awarding scholarships to caddies who are seniors in high school that meet certain academic standards and also maintain a high level as a caddie. The selection process includes an interview of each candidate. MANASQUAN CARES, INC. POSITION: Treasurer of Manasquan Cares, Inc. NATURE: Non-Profit Charity INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 10/30/2017 ADDRESS: 201 E Main Street, Manasquan NJ 08736, United States DESCRIPTION: As Treasurer, I will ensure that the funds raised and disbursed are in accordance with the Corporation's business purpose as well as IRS regulations. BENMAR 132W LLC POSITION: Owner and Managing Member NATURE: Residential Rental INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/02/2024 ADDRESS: 132 Walnut Drive, Spring Lake NJ 07762, United States DESCRIPTION: Owner
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2013-12-06 |
| S65 | Uniform Investment Adviser Law Examination | 2007-08-14 |
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