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525 Nj-73 Suite 200, Marlton, NJ 08053 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2025-07-23 |
| NJ | RA | APPROVED | 2025-07-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Marlton | NJ | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Marlton | NJ | 03/2020 | 07/2025 |
| Laurel Oak Wealth Management Group, Llc | Marlton | NJ | 07/2025 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 07/2025 | Present |
1) Rad Equestrian LLC. Non-Investment related. 13 Tuxedo Ct, Marlton, NJ 08053. Equestrian. Owner. 12/21/2020. 9 hrs/ month. 0 during securities trading hours. Own and manage an equestrian business. 2) Laurel Oak Wealth Management. Investment related. At registered location. RIA. Partner. 7/24/2025. 60 hrs/ month. 40 during securities trading hours. Provides advisory services. 3) Laurel Oak Wealth Management. Non-Investment related. At registered location. Fixed insurance. Agent. 7/24/2025. 20 hrs/ month. 20 hrs during securities trading hours. Provide insurance advice based on the needs of client(s).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-10-09 |
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