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Current Employers
Pts Brokerage, Llc

Eastgate Business Center 125 C Gaither Dr, Mt. Laurel, NJ 08054 • United States

Current Registrations

AuthorityCategoryStatusDate
DE RA APPROVED 2024-04-11
FL RA APPROVED 2015-11-03
PA RA APPROVED 2011-10-18
NJ RA APPROVED 2006-10-06
  • DE RA
    APPROVED
    Since 2024-04-11
  • FL RA
    APPROVED
    Since 2015-11-03
  • PA RA
    APPROVED
    Since 2011-10-18
  • NJ RA
    APPROVED
    Since 2006-10-06

Branch Locations

1103 Laurel Oak Road, Voorhees, NJ 08043 • United States

Eastgate Business Center 125 C Gaither Dr, Mt. Laurel, NJ 08054 • United States

125 Gaither Drive Suite C, Mount Laurel, NJ 08054 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sharer Petree Brotz & Snyder Voorhees NJ 10/1993 Present
Pts Brokerage, Llc Mount Laurel NJ 10/2006 Present
G. Scott Brotz Lumberton NJ 01/1985 Present
G. Scott Brotz Lumberton NJ 07/2004 Present
  • 10/1993 → Present
    Sharer Petree Brotz & Snyder
    Voorhees, NJ
  • 10/2006 → Present
    Mount Laurel, NJ
  • 01/1985 → Present
    G. Scott Brotz
    Lumberton, NJ
  • 07/2004 → Present
    G. Scott Brotz
    Lumberton, NJ
Previous Registrations
  • 2006-06-09 → 2006-11-14
    Westover Asset Management, Llc
    Voorhees, NJ
    New Hope, PA
Other Businesses

1.SHARER PETREE BROTZ & SNYDER - NOT INV RELATED 1103 LAUREL OAK RD STE 105B, VOORHEES NJ 08043. CPA FIRM, PARTNER, START: 10/93, 1600HRS/MO 140HR/MO IN TRADE. 2. SCOTT BROTZ - NOT INV RELATED. 728 HENDERSON RD LUMBERTON, NJ 08048. NAT OF BUS: ACCTING AND TAX SVCS. POSITION: SOLE PROP. START: 1/1/85. 10HR/MO. 0HR/MO DURING TRADE. DUTIES: ACCT & TAX PREP. 3. SCOTT BROTZ- NOT INV RELATED. 728 HENDERSON RD LUMBERTON NJ 08048. NAT OF BUS: L&H INS. APPT W/AETNA & IND. BLUE CROSS. START:7/1/04 20HR/MO. 20 DURING TRADE. CONSULT HEALTH BENE PLNG.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-07-22
  • S66 Uniform Combined State Law Examination
    2004-07-22

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