Philip N Ranalli

Current Employers

Employment History

• 07/2016 → 06/2024
  Securities America Inc.
  Haddonfield, NJ
• 07/2016 → 06/2024
  Securities America Advisors
  Haddonfield, NJ
• 07/2016 → Present
  Wealth Management Associates, Inc.
  Haddonfield, NJ
• 06/2024 → Present
  Osaic Wealth, Inc.
  Haddonfield, NJ

Previous Registrations

• 2003-01-09 → 2016-07-27
  Lpl Financial Llc
  Haddonfield, NJ
• 2002-06-05 → 2003-01-15
  Prudential Equity Group, Llc
  Marlton, NJ

Other Businesses

1. DBA- PINNACLE CAPITAL ADVISORS. 2. Accounting DBA-Owner-Utilize the DBA Pinnacle Capital Advisors for my LLC and accounting purposes only- Investment Related-Start Date: 05/03/2004-LOCATED AT 11 E. Mount Vernon Ave., Haddonfield NJ 08033 Description: Use the DBA Pinnacle Capital Advisors for my LLC and accounting purposes only 3. DBA: Wealth Management Associates 4. HIGHLAND CAPITAL BROKERAGE POSITION: Advisor NATURE: Work with an approved third-party IMO for my Insurance and Annuity business. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 10/19/2016 ADDRESS: 3535 Grandview Parkway, Suite 600, Birmingham AL 35243 DESCRIPTION: Work with Highland Capital Brokerage to facilitate Insurance and Fixed Annuity business 5. WEALTH MANAGEMENT ASSOCIATES POSITION: Employee of the RIA that is using the DBA - Wealth Management Associates NATURE: I plan to join an already established Securities of America practice that markets themselves under the DBA, Wealth Management Associates. So I will be adding this DBA as one of my OBA. INVESTMENT RELATED: Yes NUMBER OF HOURS: 125 SECURITIES TRADING HOURS: 125 START DATE: 07/07/2016 ADDRESS: 1909 Route 70 East, Suite 100, Cherry Hill NJ 08033, United States DESCRIPTION: I will be joining an existing Securities America office where I will be part of an RIA that utilizes the DBA Wealth Management Associates 6. TENANT RENT POSITION: Building Owner NATURE: I own my office building and have an apartment on the second floor that pays me rent. The tenants are currently Mary Claire INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/31/2021 ADDRESS: 11 E. Mount Vernon Ave 2'nd Fl., Haddonfield NJ 08033, United States DESCRIPTION: Tenant Rent

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-06-09
• S65 Uniform Investment Adviser Law Examination
  1998-05-27