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205 N Haddon Ave, Haddonfield, NJ 08033-2322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-02-17 |
| NJ | RA | APP_PEND_IARCE | 2026-01-01 |
| PA | RA | APPROVED | 2018-10-23 |
Branch Locations
205 N Haddon Ave, Haddonfield, NJ 08033-2322 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc | Haddonfield | NJ | 06/2016 | 10/2018 |
| Wealth Management Associates | Cherry Hill | NJ | 06/2016 | 10/2018 |
| Haddonfield Financial Planning | Haddonfield | NJ | 09/2009 | Present |
LIONS CLUB OF HADDONFIELD POSITION: 3rd Vice President NATURE: Board Member/3rd Vice President Haddonfield Lions Club INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2016 ADDRESS: PO Box 401, Haddonfield NJ 08033 DESCRIPTION: Local Community organization. We meet twice a month and hold a few events a year like a pasta fundraiser etc. INSURANCE SALES POSITION: Insurance Sales NATURE: Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 11/23/2016 ADDRESS: 11 E Mount Vernon Ave, Haddonfield NJ 08033 DESCRIPTION: Insurance Sales through Higland Capital STRATEGIC LIFE SOLUTIONS POSITION: Insurance Sales NATURE: FMO for insurance sales INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 03/25/2018 ADDRESS: 3 Pheasant Drive, Mt. Laurel NJ 08054, United States DESCRIPTION: It's a Friendly Marketing Organization I would like to use to sell some Term and Whole Life insurance through. Highland Capital POSITION: Insurance Sales NATURE: FMO for insurance sales INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 03/25/2018 ADDRESS: 20 Commerce Drive, Suite 150, Cranford, NJ 07106, United States DESCRIPTION: It's a Friendly Marketing Organization I would like to use to sell some Term and Whole Life insurance through. Haddonfield Educational Trust Position: Board Member/ Head of the Investment Committee / Yes investment related. Number of hours a month 2. Start date 9/19/2018 Address: PO Box 178 Haddonfield, NJ 08033 Description: Community group who raises and disburses funds to help the local schools, teachers, and students with requests for funds that would fall outside of normal school operations.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-08-28 |
| S63 | Uniform Securities Agent State Law Examination | 2005-03-02 |
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