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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-03-23 |
Branch Locations
Suite 10201 10000 Sagemore Drive, Marlton, NJ 08053 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| William R Mints Agency | Millville | NJ | 06/2014 | 01/2025 |
| New York Life Insurance Company | Mt Laurel | NJ | 03/2025 | 02/2026 |
| Nylife Securities Llc | Mt Laurel | NJ | 06/2025 | 02/2026 |
| Lincoln Investment | Fort Washington | PA | 03/2026 | Present |
Notary Republic Position: Notary Nature: Notary Investment Related: No Hours: 1 Securities Trading Hours: 0 Start Date: 1/1/2008 Address: 10000 Sagemore Drive Marlton, NJ 08053 Description: I have my notary license and I do it as a free service Clearpath Wealth Partners Position: Salaried Financial Professional with Nature: Financial Services Investment Related: Yes Hours: 40 Securities Trading Hours: 120 Start Date: 3/16/2026 Address: 10000 Sagemore Drive Marlton, NJ 08053 Description: Client services The Greater Vineland Chamber of Commerce Position: Vice President/President Nature: Business Networking and Advocacy Investment Related: No Hours: 15 Securities Trading Hours: 0 Start Date: 6/1/2019 Address: 2115 Delsea Dr Vineland, NJ 08360 Description: The second Thursday of the month we hold a board meeting
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-27 |
| S63 | Uniform Securities Agent State Law Examination | 2025-07-11 |
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