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Eastgate Business Center 125 C Gaither Dr, Mt. Laurel, NJ 08054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-02-16 |
| NJ | RA | APPROVED | 2021-02-16 |
| PA | RA | APPROVED | 2021-02-16 |
| NY | RA | APPROVED | 2021-02-14 |
Branch Locations
740 Route 130 N, Cinnaminson, NJ 08077 • United States
125 Gaither Drive Suite C, Mount Laurel, NJ 08054 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kenneth J Gertie Cpa | Cinnaminson | NJ | 11/1994 | Present |
| Quester Capital Corporation | Minneapolis | MN | 01/2010 | 03/2019 |
| Questar Asset Management | Minneapolis | MN | 01/2010 | 03/2019 |
| Woodbury Financial Services, Inc. | Cinnaminson | NJ | 03/2019 | 01/2021 |
| Woodbury Financial Services, Inc. | Cinnaminson | NJ | 03/2019 | 01/2021 |
| Pts Brokerage, Llc | Mount Laurel | NJ | 02/2021 | Present |
| Ken Gertie Insurance Service | Cinnaminson | NJ | 01/2021 | Present |
| Gustgertricity Inc | Cinnaminson | NJ | 10/2022 | Present |
1) KENETH J GERTIE CPA POSITION: Owner NATURE: Accounting and Tax preparation services for individuals and small businesses. INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 02/04/1990 ADDRESS: 740 Route 130, Cinnaminson NJ 08077, United States DESCRIPTION: Client Contact, Service and firm administration 2) Ken Gertie Insurance Services / Sole Proprietor / Insurance Sales (non-variable) / Not Investment Related / Start Date 01/01/2021 / 114 Sheraton Avenue, Cinnaminson, NJ 08077 / 2 hours per month & 2 hours during trading hours 3) Gustgertricity Inc / Role: Officer / Not Investment Related / 740 Route 130 N, Cinnaminson, NJ 08077 / Nature: Development of alternative energy / Duties: Manage finances and provide creative thinking for advancement / Start Date: 10/2022 / # of hours 10 and 0 during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-11-01 |
| S63 | Uniform Securities Agent State Law Examination | 2003-07-18 |
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