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3424 Peachtree Road Ne Suite 2200, Atlanta, GA 30326-1184 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2022-11-15 |
Branch Locations
3424 Peachtree Road Ne Suite 2200, Atlanta, GA 30326-1184 • United States
Mantua, NJ • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| (Dba) Workman Financial Services | Cherry Hill | NJ | 01/2006 | Present |
| Concourse Financial Group Securities (Fka Proequities, Inc.) | Cherry Hill | NJ | 05/2008 | 10/2022 |
| Concourse Financial Group Securities (Fka Proequities, Inc.) | Cherry Hill | NJ | 08/2010 | 10/2022 |
(dba) WORKMAN FINANCIAL SERVICES, LLP; Investment Related; 622 Kings Croft, Cherry Hill, NJ 08034; Owner/Partner/Investment Adviser/Producer; Start-05/2008; 200 HPM; General securities and insurance product sales/service, equity indexed annuity sales with varied Concourse Financial Group Securities Inc. (fka ProEquities, Inc.) approve carriers. Offer financial services through fixed insurance products and/or securities related products for prospective clients. All securities related products are through Concourse Financial Group Securities (fka ProEquities)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-08-09 |
| S63 | Uniform Securities Agent State Law Examination | 2001-05-25 |
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