Cynthia S Spekhart

Current Employers

Employment History

• 01/2015 → 03/2019
  Questar Capital Corporation
  Minneapolis, MN
• 01/2015 → 03/2019
  Questar Asset Management
  Minneapolis, MN
• 03/2019 → 01/2024
  Woodbury Financial Services, Inc.
  Bridgewater, NJ
• 01/2024 → Present
  Osaic Wealth, Inc.
  Bridgewater, NJ

Previous Registrations

• 2019-03-01 → 2024-01-19
  Woodbury Financial Services, Inc.
  Bridgewater, NJ
• 2015-01-21 → 2019-03-01
  Questar Asset Management, Inc.
  Bridgewater, NJ
  Minneapolis, MN
  Warren, NJ
  Bridgewater, NJ
• 2011-01-03 → 2015-01-23
  Voya Financial Advisors, Inc.
  Woodbridge, NJ
• 2007-10-31 → 2011-01-03
  Voya Financial Partners, Llc
  Woodbridge, NJ
  Woodbridge, NJ
• 2002-11-22 → 2006-10-19
  Charles Schwab & Co., Inc.
  Millburn, NJ
  Millburn, NJ

Other Businesses

1) WOODBURY FINANCIAL SERVICES POSITION: Investment advisor representative. NATURE: Advisory. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 100 START DATE: 01/21/2015 ADDRESS: 674 Us Highway 202-206 North, Bridgewater NJ 08807, United States DESCRIPTION: Investment advisory services. 2) ZENITH MARKETING GROUP. POSITION: Insurance Sales. NATURE: Receive and present quotes and marketing materials. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 05/01/2015 ADDRESS: 303 West Main Street, Suite 200, Freehold NJ 07728, United States DESCRIPTION: Sell Long Term Care, Life and Health Insurance. 3) INSURANCE AGENT POSITION: Insurance Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/21/2015 ADDRESS: 674 US Highway 202/206 N, Bldg 4S, Ste. 2, Bridgewater NJ 08807, United States DESCRIPTION: Insurance Sales and Service. 4) NOTARY PUBLIC POSITION: Notary Public NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/26/2018 ADDRESS: 674 US Highway 202/206 N, Bldg 4S, Ste. 2, Bridgewater NJ 08807, United States DESCRIPTION: Notarize documents. 5) SPEKHART WEALTH MANAGEMENT LLC POSITION: Financial Planner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 03/25/2021 ADDRESS: 674 US Highway 202/206 N, Bldg. 4S; Ste. 2, Bridgewater NJ 08807, United States DESCRIPTION: Investment Advice : including the purchase of securities (Stocks, Bonds, Mutual Funds, ETF's, REITs)Financial PlanningInsurance SalesAnnuities Sales 6) LAW OFFICE OF CYNTHIA S. SPEKHART LLC POSITION: Attorney at Law NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 2 START DATE: 03/25/2021 ADDRESS: 84 Sterling Road, Greenwood Lake NY 10925, United States DESCRIPTION: Trust and Estate LawyerReal Estate ClosingsMediation

Exams

• S66 Uniform Combined State Law Examination
  2002-11-14
• S65 Uniform Investment Adviser Law Examination
  1998-01-21
• S63 Uniform Securities Agent State Law Examination
  1997-05-30

Designations

Other Names

• Cindy Spekhart
• Cynthia Spekhart
• Cynthia Starr Spekhart