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William J. Cunliffe

Covenant Asset Management, LLC

Chester, NJ

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Current Employers
Covenant Asset Management, Llc

125 Maple Avenue, Chester, NJ 07930 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2023-03-21
  • NJ RA
    APPROVED
    Since 2023-03-21

Branch Locations

125 Maple Avenue, Chester, NJ 07930 • 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
Elevation, Llc Charlotte NC 09/2006 12/2018
Vp Research, Inc. Charlotte NC 06/2014 05/2021
Credo Analytics Gladstone NJ 05/2021 Present
Covenant Asset Management Llc Chester NJ 07/2021 Present
  • 09/2006 → 12/2018
    Elevation, Llc
    Charlotte, NC
  • 06/2014 → 05/2021
    Vp Research, Inc.
    Charlotte, NC
  • 05/2021 → Present
    Credo Analytics
    Gladstone, NJ
  • 07/2021 → Present
    Covenant Asset Management Llc
    Chester, NJ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-06-09
S63 Uniform Securities Agent State Law Examination 2007-04-24
  • S65 Uniform Investment Adviser Law Examination
    2022-06-09
  • S63 Uniform Securities Agent State Law Examination
    2007-04-24

View on SEC IAPD

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Other Offices

MML INVESTORS SERVICES, LLC · Chester, NJ
OSAIC WEALTH, INC. · Chester, NJ
PARADIGM INVESTMENT ADVISORY, LLC · Chester, NJ
GWN SECURITIES INC. · CHESTER, NJ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · CHESTER, NJ
LPL FINANCIAL LLC · CHESTER, NJ
THE WEALTH BOUTIQUE · CHESTER, NJ
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