Debra Gaglioti

Current Employers

Employment History

• 08/2010 → 05/2018
  Fsc Securities Corporation
  Marlton, NJ
• 07/2011 → Present
  Capital Planning Associates, Inc
  Marlton, NJ

Previous Registrations

• 2010-10-18 → 2018-05-09
  Fsc Securities Corporation
  Medford, NJ
  Marlton, NJ
• 2007-08-13 → 2010-06-30
  National Planning Corporation
  Medford Lakes, NJ
• 2004-05-18 → 2007-08-16
  Walnut Street Securities, Inc.
  Medford Lakes, NJ
  Medford Lakes, NJ
  Medford, NJ
• 2003-03-03 → 2004-05-10
  Rf Consulting Group, Llc
  Cherry Hill, NJ
• 2002-07-02 → 2003-01-31
  Equitable Advisors, Llc
  Marlton, NJ

Other Businesses

1) INVESTMENT ADVISORY SERVICES OFFERED THROUGH CAPITAL PLANNING ASSOCIATES, INCORPORATED (A NEW JERSEY-REGISTERED INVESTMENT ADVISER) AS AN INVESTMENT ADVISER REPRESENTATIVE; 2) INSURANCE PRODUCTS OFFERED AS AN INDEPENDENT INSURANCE AGENT; 3. CAPTIVE PLANNING RESOURCES LLC, NOT INVESTMENT RELATED; OWNS ALLEGIANCE ASSURANCE LLC AND OMNI INSURANCE CO; 1925 LOVERING AVE WILMINGTON DE 19806; MANAGING MEMBER; 3 HRS A MONTH DURING SECURITY TRADING HRS 4. CAPTIVE PLANNING ASSOCIATES LLC; NOT INVESTMENT RELATED; SR VICE PRESIDENT; 07/2013-PRESENT; 13.5 HRS PER WK DURING SECURITIES TRADING HRS 5. CAPTIVE PLANNING ASSOCIATES POSITION: Operations Officer NATURE: Limited Liability Company. INVESTMENT RELATED: No NUMBER OF HOURS: 220 SECURITIES TRADING HOURS: 100 START DATE: 01/01/2015 ADDRESS: 525 Rte 73 N, Suite 218, Marlton NJ 08053 DESCRIPTION: Responsible for supporting business development, formation and operations ofrisk management strategies.

Exams

• S66 Uniform Combined State Law Examination
  2002-01-03

Other Names

• Debra Franzese