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4 Eves Drive Suite B100, Marlton, NJ 08053 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-08-22 |
| NJ | RA | APPROVED | 2022-03-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Portfolios Financial Services, Inc. | Marlton | NJ | 11/2009 | 10/2024 |
| American Portfolios Advisors, Inc. | Holbrook | NY | 11/2009 | 12/2022 |
| Cora Capital Advisors Llc | Marlton | NJ | 03/2022 | Present |
| Osaic Wealth, Inc. | Marlton | NJ | 10/2024 | 11/2025 |
| Saxony Securities, Inc | St. Louis | MO | 11/2025 | Present |
1. Cora Capital Assurance; Investment Related; 4 Eves Drive, Suite B100, Marlton, NJ 08053; Started 1/1/2015; Fixed Insurance Sales; President; 5 hours per month during trading; Sale of fixed insurance products and employee benefit programs 2. Cora Capital Advisors; Investment Related; 4 Eves Drive, Suite B100, Marlton, NJ 08053; Started 1/1/2015; SEC Registered Investment Advisor; President; 150 hours per month during trading; Financial planning & investment management. 3. Cora Capital Advisors; DBA for Investment-Related Activity 4. Primal Surf Brigantine; Non-Investment related; 3106 Revere Blvd, Brigantine, NJ 08203; Started 11/1/2024; Retail sales; Bookkeeper; 12 hours per month, 0 hours during trading; Surf shop that sells surf related items, accessories, and clothing. 5. Cora Capital Group, LLC; Non-Investment Related; 4 Eves Drive, Suite B100, Marlton, NJ 08053; Started 1/1/2023; Ownership of Cora Capital Advisors and Cora Capital Assurance; President; 1 hour per month, 0 hours during trading; Holding company for other entities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-07-23 |
| S63 | Uniform Securities Agent State Law Examination | 1991-10-31 |
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