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10 E. Stow Rd. Suite 200, Marlton, NJ 08053 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2018-06-29 |
Branch Locations
2 disclosure categories 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 |
|---|---|---|---|---|
| Equity Services Inc. | Media | CA | 08/2010 | 06/2018 |
| National Life Group | Montpelier | VT | 08/2010 | Present |
| Union Benefits Group, Llc | Media | PA | 09/2010 | Present |
| Pine Valley Investments | Cherry Hill | NJ | 06/2018 | Present |
UNION BENEFITS GROUP,INV REL,ROSETREE BUILDING 1,1400 N PROVIDENCE RD,STE 117,MEDIA,PA 19063,INSANCE,06/2008,160HRS/MO,DUR TRD HRS,LI, HI, DI,LTC AND DO SO UNDER THE NAME OF UNION BENEFITS GROUP,LLC*KEY ADVISORS,ROSETREE BUILDING 1,1400 N PROVIDENCE RD,STE 117,MEDIA,PA 19063,INV,REL,INS SALES, AGENT,08/01/2010,160+HRS/MO,DUR TRAD HRS, I AM AN AGENT TO SELL LIFE,HEALTH,ANN.,LTC, AND DIS. I DO SO UNDER THE DBA KEY ADVISORS*CMB FINANCIAL CONSULTING,634 MARION LANE,SWARTHMORE,PA 19081,NOT INVESTMENT RELATED,NOT MARKETED TO PUBLIC,FOR INCOME TAX PURPOSES ONLY,OWNER,02/01/2013,2 HRS/MO, NOT DUR TRD HRS,S CORP TO SEPARATE PERSONAL & BUSINESS FINANCES*RIDLEY PARK PRESBYTERIAN CHURCH,300 N. SWARTHMORE AVE., RIDLEY PARK, PA 19078NOT INVESTMENT RELATED, VOLUNTEER WORKING WITH LOCAL MIDDLE AND HS YOUTH/SUNDAY SCHOOL TEACHER,YOUTH GROUP LEADER,09/2011,12 HRS/MTH,NOT DURING TRADE HRS*RIDLEY UNITED SOCCER CLUB, 315 BUCHANAN AVE., FOLSOM, PA 19033, NOT INVESTMENT RELATED, ASSISTING WITH CURRICULIM DEVELOMENT PROGRAMS, DIRECOTR OF GROWTH 7 DEVELOPMENT/COACH U8 GIRLS SOCCER, 9/2013, 8 HRS/MTH, NOT DURING TRADE HRS, ATTEND MTHLY BOARD MEETING SET SEASONAL CALENDAR AND TRAINING SCHEDULES*KNOCKERBALL PHILADELPHIA,LLC,4368 CRESSON STREET #205, PHILADELPHIA, PA 19127,NOT INVESTMENT RELATED,MANAGING MEMBER,09/2015,8 HRS/ MTH,NOT DURING TRADE HRS,OVERSIGHT OF GROWTH & DEVELOPEMENT*EVOLUTION FINANCIAL GROUP,ROSETREE BUILDING 1,1400 N PROVIDENCE RD., STE 117,MEDIA,PA 19063,INV REL,INSURANCE,AGENT,ONGOING 01/01/2018,DURING TRD/HRS,75%,I SELL LIFE,HEALTH,DI,LTC AND DO SO UNDER DBA EVOLUTION FINANCIAL GROUP.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-12-28 |
| S63 | Uniform Securities Agent State Law Examination | 2002-12-07 |
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