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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-06-10 |
| NJ | RA | APPROVED | 2024-01-19 |
Branch Locations
Ventnor City, NJ • United States
1892 Greentree Rd Suite 1A, Cherry Hill, NJ 08003 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Questar Capital Corporation | Minneapolis | MN | 12/2009 | 03/2019 |
| Questar Asset Management | Minneapolis | MN | 12/2009 | 03/2019 |
| Woodbury Financial Services, Inc. | Cherry Hill | NJ | 03/2019 | 01/2024 |
| Woodbury Financial Services, Inc. | Cherry Hill | NJ | 03/2019 | Present |
| Osaic Wealth, Inc. | Cherry Hill | NJ | 01/2024 | Present |
1. ANDREW COHEN - INSURANCE AGENT POSITION: Insurance Agent NATURE: personal production for insurance sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 25 START DATE: 02/14/2014 ADDRESS: 1892 Greentree Rd, Suite 1A, Cherry Hill NJ 08003, United States DESCRIPTION: Sales and services offering fixed annuities, health, life, long term care ins. 2. ATRIUM FINANCIAL ASSOCIATES, LLC. POSITION: President/Owner. NATURE: Financial services firm. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 02/03/2014 ADDRESS: 1892 Greentree Rd, Suite 1A, Cherry Hill NJ 08003 DESCRIPTION: Oversee and manage day to day activities including accounting functions and rep mentoring/coaching. 3. ABRAMSON CANCER CENTER POSITION: Board member NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 09/15/2002 ADDRESS: 3400 Civic Center Blvd, Philadelphia PA 19104, United States DESCRIPTION: Board member - advocate for cancer center 4. MARJORIE B COHEN FOUNDATION POSITION: President NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 09/12/2001 ADDRESS: 1018 Cobble Creek Cir, Cherry Hill NJ 08003, United States DESCRIPTION: Fund raise and raise awareness for cancer genetics - BRAC gene 5. ATRIUM FINANCIAL ASSOCIATES POSITION: Managing member/Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2025 ADDRESS: 1892 Greentree Rd, Suite 1A, Cherry Hill NJ 08003, United States DESCRIPTION: Subletting office space. Managing office. 6. ATRIUM FINANCIAL ASSOCIATES POSITION: Financial Advisor - Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 02/14/2014 ADDRESS: 1892 Greentree Rd, Suite 1A, Cherry Hill NJ 08003, United States DESCRIPTION: Work with individuals and families helping them navigate their financial goals pre and post retirement.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-08-13 |
| S65 | Uniform Investment Adviser Law Examination | 1998-07-30 |
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