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525 Nj-73 Suite 200, Marlton, NJ 08053 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2025-07-23 |
| NJ | RA | APPROVED | 2025-07-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Marlton | NJ | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Marlton | NJ | 03/2020 | 07/2025 |
| Laurel Oak Wealth Management Group, Llc | Marlton | NJ | 08/2025 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 08/2025 | Present |
1. Laurel Oak Wealth Management Group, LLC. Investment-related. At registered location. RIA. Advisor. 07/2025. 20 hrs/month. 20 hrs during trading hrs. Meet with clients, provide advice and service. 2. Fixed Insurance. Investment-related. At registered location. Fixed Insurance. Agent. 07/2025. 15 hrs/month. 15 hrs during trading hrs. Provide insurance advice based on the needs of clients. 3. CHBA, LLC. Investment-related. At registered location. Business Management Services. Owner. 07/2025. 5 hrs/month. 2 hrs during trading hrs. This is a pass-through entity for expenses only, it has no employees, it is used for some costs not associated with the RIA or BD.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-03-05 |
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