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4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-06-25 |
| PA | RA | APPROVED | 2026-06-22 |
Branch Locations
Cherry Hill Township, NJ • United States
4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mcglinn Insurance Agency | Cherry Hill | NJ | 12/2015 | 07/2025 |
| Aliera Healthcare | Atlanta | GA | 05/2018 | 09/2018 |
| Pruco Securities Llc | Marlton | NJ | 02/2021 | 10/2021 |
| The Prudential Insurance Company Of America | Marlton | NJ | 04/2021 | 10/2021 |
| Foundations Investment Advisors, Llc | Cherry Hill | NJ | 12/2021 | 04/2022 |
| Cetera Investment Services Llc | Saint Cloud | MN | 09/2023 | 01/2024 |
| Cetera Investment Advisers Llc | Philadelphia | PA | 09/2023 | 01/2024 |
| New York Life Insurance Company | Edison | NJ | 02/2024 | 08/2025 |
| Nylife Securities Llc | Edison | NJ | 03/2024 | 07/2025 |
| Simplicity Wealth | Summit | NJ | 08/2025 | 05/2026 |
| Mcglinn Financial Services | Cherry Hill | NJ | 08/2025 | 06/2026 |
| Foundations Investment Advisors, Llc | Cherry Hill | NJ | 06/2026 | Present |
| Secure Money Wealth And Tax | Cherry Hill | NJ | 06/2026 | Present |
1) SECURE MONEY WEALTH AND TAX; INVESTMENT RELATED;1249 FORGE RD CHERRY HILL, NJ 08034;INSURANCE; INSURANCE AGENT;START DATE: 05/2026; 25 HRS/MO DEVOTED TO OTHER BUSINESS;20 HRS/MO DEVOTED TO OTHER BUSINESS DURING SECURITIES TRADING HRS; HELPS CLIENTS BUILD ROADMAPS AND OFFERS INSURANCE PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-03-12 |
| S63 | Uniform Securities Agent State Law Examination | 2020-03-14 |
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