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400 White Horse Pike, Haddon Heights, NJ 08035 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-03-29 |
| NJ | RA | APPROVED | 2016-06-29 |
| VA | RA | APPROVED | 2013-12-03 |
Branch Locations
700 Harris Street Suite 201-E, Charlottesville, VA 22903 • United States
400 White Horse Pike, Haddon Heights, NJ 08035 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cypress Financial Planning | Haddon Heights | NJ | 11/2013 | Present |
| Myfinancialanswers, Llc | Cherry Hill | NJ | 03/2015 | 11/2019 |
(1.) NAME OF OBA: FARMINGTON COUNTRY CLUB; ADDRESS OF OBA: CVILLE, VA 22901; NATURE: NON-PROFIT BOARD WORK - PRIVATE SOCIAL AND SPORTS CLUB; INVESTMENT-RELATED: NO; TITLE WITH OBA: BOARD MEMBER; DUTIES: ADVISORY BOARD MEMBER; ALSO PROVIDE OVERSIGHT OF FCC FINANCES, AS MANAGED BY CFO; START DATE: 03/15/2024; APPROX. NUMBER OF HOURS/MONTH: 8; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 1; (2.) NAME OF OBA: RENTAL REAL ESTATE; ADDRESS OF OBA: CAPE CHARLES, VA 23310; NATURE: OWN AND MANAGE PRIVATE RENTAL REAL ESTATE LLC; INVESTMENT RELATED: YES; TITLE WITH OBA: LLC MEMBER / MANAGER; DUTIES: OWNER; PROPERTY MANAGEMENT COMPANY DIRECTS ALL RENTAL ACTIVITIES. OCCASIONAL OWNER MAINTENANCE REQUIRED; START DATE: 11/30/2020; APPROX. NUMBER OF HOURS/MONTH: 2 TO 4; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-11-13 |
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