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150 Himmelein Road Ste 9, Medford, NJ 08055 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2023-12-21 |
| DE | RA | APPROVED | 2023-08-22 |
| MD | RA | APPROVED | 2023-04-13 |
| TX | RA | APPROVED_RES | 2022-04-12 |
| PA | RA | APPROVED | 2018-06-01 |
| FL | RA | APPROVED | 2016-05-06 |
| NJ | RA | APPROVED | 2005-02-02 |
Branch Locations
150 Himmelein Rd, Medford, NJ 08055 • United States
21 Village Green Dr., Suite 104, Ocean View, DE 19970 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities Service Network, Inc. | Medford | NJ | 12/1996 | 09/2020 |
| Medford Financial Group, Llc | Medford | NJ | 12/1996 | 08/2020 |
| Securities America, Inc. | Medford | NJ | 09/2020 | 06/2024 |
| Mfg Investments, Llc | Medford | NJ | 01/2002 | Present |
| Osaic Wealth, Inc. | Ocean View | DE | 06/2024 | Present |
1. INSURANCE -POSITION: Insurance Agent NATURE: Insurance; INVESTMENT RELATED; ADDRESS: 150 Himmelein Rd, Medford NJ ; NUMBER OF HOURS: 24 SECURITIES TRADING HOURS: 20 START DATE: 01/01/1994; DESCRIPTION: Insurance planning. 2. MFG INVESTMENTS, LLC -POSITION: Owner and President NATURE: MFG Investments, LLC Registered Investment Advisory Firm; INVESTMENT RELATED: Yes ;NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 140 START DATE: 12/15/1999 ADDRESS: 150 Himmelein Road, Ste 9, Medford NJ 08055 DESCRIPTION: Investments / planning / asset allocation. 3. MFG INVESTMENT PODCAST; POSITION: Help educate people with financial planning / investments; NATURE: Podcast on Investments and Basketball INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 1 START DATE: 03/01/2023 ADDRESS: 150 Himmelein Rd, The Barn, Medford ,NJ 08055 ; DESCRIPTION: Podcast we talk about financial planning / Investments / and Basketball. 4. THE BARN; Medford NJ 08055 DESCRIPTION: owner of Building 15% of the blue barn 150 Himmelein Rd., Medford, NJ 08055; 85% owner is Dan Padden. 5. OSAIC WEALTH, INC; Investment Related; 21 Village Green Dr., #104, Ocean View, Delaware, 19970; Broker/Dealer; Registered Representative; Start: 06/2024; NUMBER OF HOURS: 20 ;SECURITIES TRADING HOURS 6. CHAMBER OF COMMERCE POSITION: member NATURE: Chamber of Commerce non profit, INVESTMENT RELATED: No; NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/12/2024 ADDRESS: 36913 Coastal Highway, Fenwick Island DE 19944, United States; DESCRIPTION: member of the Chamber of Commerce.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-07-19 |
| S63 | Uniform Securities Agent State Law Examination | 1994-06-24 |
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