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70 East Main Street, Moorestown, NJ 08057 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2018-07-03 |
Branch Locations
214 West Main Street Suite L8, Moorestown, NJ 08057 • 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 |
|---|---|---|---|---|
| Summit Brokerage Services | Moorestown | NJ | 05/2010 | 06/2018 |
| Summit Financial Group | Moorestown | NJ | 05/2010 | 06/2018 |
| Quaker Wealth Management | Moorestown | NJ | 06/2018 | Present |
(1) LIFE INSURANCE AGENT; 10 HRS A MONTH AT BRANCH OFFICE; COMPENSATION IS COMMISSION (2) COASTAL/IVY/PATRIOT LEAGUES REFEREE; DUTIES: OFFICIATE COLLEGE FOOTBALL GAMES; APPROX 15 HRS A MONTH, NONE DURING TRADING HOURS; COMPENSATION IS HOURLY RATE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-03-27 |
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