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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-01-19 |
| PA | RA | APPROVED | 2024-01-19 |
Branch Locations
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 Asset Management | Minneapolis | MN | 08/2006 | 03/2019 |
| Questar Capital Corporation | Minneapolis | MN | 12/2006 | 03/2019 |
| Woodbury Financial Services, Inc. | Moorestown | NJ | 03/2019 | Present |
| Woodbury Financial Services, Inc. | Moorestown | NJ | 03/2019 | 01/2024 |
| Osaic Wealth, Inc. | Cherry Hill | NJ | 01/2024 | Present |
1. RNZ WEALTH MANAGEMENT GROUP, LLC POSITION: Facilitator of Premium Financing. NATURE: Premium Financing. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/08/2010 ADDRESS: 505 South Lenola Road, Suite 132 - Blason Plaza, Moorestown, NJ 08057 DESCRIPTION: Financing life premiums. 2. RNZ WEALTH MANAGEMENT POSITION: Advisor NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 09/09/2013 ADDRESS: 63 Saratoga Road, Stratford NJ 08084, United States DESCRIPTION: I only use this for filing taxes and paying my business related expenses. 3. NASIR JAFFRY/INSURANCE POSITION: Insurance Agent NATURE: Sole Insurance Agent INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 09/09/2013 ADDRESS: 1892 Greentree Road, Suite 1A, Cherry Hill NJ 08003, United States DESCRIPTION: Fixed Index and term insurance
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-10-31 |
| S63 | Uniform Securities Agent State Law Examination | 1998-06-25 |
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