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Current Employers
Executive Business Financial Planning

Oradell, NJ • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APP_PEND_IARCE 2026-01-01
NY RA APPROVED 2022-04-12
  • NJ RA
    APP_PEND_IARCE
    Since 2026-01-01
  • NY RA
    APPROVED
    Since 2022-04-12

Branch Locations

Dumont, NJ • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Purshe Kaplan Sterling Investments Albany NY 02/2004 Present
Executive Business Financial Planning Dumont NJ 09/2004 Present
Previous Registrations
  • 2003-05-30 → 2004-02-23
    Raymond James Financial Services, Inc.
    Woodcliff Lake, NJ
Other Businesses

The principal executive officer of EB Financial Planning, Mr. Condis, as a Deacon of Humanity is involved on a part time basis, in various religious missions. Mr. Condis produces and writes original music, educational videos, public concerts & seminars for religious and commercial purposes. Mr. Condis devotes 14 hours per week working with Public Partnerships for NJ. Public Partnerships for NJ offers care for the Autistic & Disabled. All activities are done during weekends and evenings during off market hours and do not interfere with Mr. Condis' primary duties as Principal of Executive Business Financial Planning, LLC.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-01-18
S65 Uniform Investment Adviser Law Examination 1998-05-12
S63 Uniform Securities Agent State Law Examination 1998-04-13
  • S66 Uniform Combined State Law Examination
    2005-01-18
  • S65 Uniform Investment Adviser Law Examination
    1998-05-12
  • S63 Uniform Securities Agent State Law Examination
    1998-04-13
Other Names
  • Rafael Condis

View on SEC IAPD

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