Michael James Vaules

Current Employers

Employment History

• 03/2006 → Present
  Palm Cove Marketing, Inc./ Dba Flagstone Data Services
  Moorsetown, NJ
• 01/2006 → Present
  Strange Minded
  Mamora, NJ
• 08/2008 → Present
  Flagstone Retirement Consultants
  Moorestown, NJ
• 08/2008 → 09/2017
  Npc
  Moorestown, NJ
• 02/2015 → Present
  Alv Property Management
  Moorestown, NJ
• 09/2017 → 01/2021
  Royal Alliance
  Moorestown, NJ
• 01/2021 → 06/2023
  Independent Financial Group
  Ocean City, NJ
• 01/2021 → 05/2023
  F3 Logic, Llc
  Ocean City, NJ
• 06/2023 → Present
  Gallagher Fiduciary Advisors, Llc
  Wakefield, MA
• 07/2023 → 08/2024
  Triad Advisors
  Norcross, GA
• 08/2024 → Present
  Osaic Wealth, Inc.
  Ocean City, NJ

Previous Registrations

• 2021-02-01 → 2023-05-19
  F3Logic, Llc
  Ocean City, NJ
• 2017-09-25 → 2021-01-27
  Osaic Wealth, Inc.
  Ocean City, NJ
  Palm Beach Gardens, FL
  Scottsdale, AZ
• 2008-09-05 → 2017-09-27
  National Planning Corporation
  Los Angeles, CA
  Moorestown, NJ
• 2008-01-17 → 2008-09-05
  Securities America Advisors, Inc.
  Cherry Hill, NJ
• 2002-07-03 → 2003-02-12
  Gotleib Saline Retirement Planning, Llc
  Cherry Hill, NJ

Other Businesses

1) Flagstone Wealth Management; Investment related: yes; 2135 Asbury Ave, Ocean City, NJ 08226; Nature or Structure of Business: Flagstone Wealth Management is the LLC that I use as a DBA for my Investment related business; Position: Managing Member; Start date: 08/20/2008; hours per month: 160; securities trading hours all the time is trading hrs; Duties: Servicing clients 2) VAULES FAMILY PARTNERSHIP, LLC POSITION: MGR NATURE: This is an LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 02/12/2019 ADDRESS: 126 Evergrene PKY, Palm Beach Gardens FL 33410, United States DESCRIPTION: This is a partnership with my fathers to own medical Men's Health Clinics. We act as the Management company that secures the leases and builds out the clinics and leases them to the Dr. We are not working with any current clients. Currently we have one location that will house two clinics.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-10-05
• S63 Uniform Securities Agent State Law Examination
  1999-08-31

Other Names

• Mike Vaules
• Michael J Vaules