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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2020-05-18 |
Branch Locations
305 Madison Avenue, Morristown, NJ 07960 • United States
2301 Evesham Road Suite 406, Voorhees, NJ 08043 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | West Deptford | NJ | 12/2009 | 11/2019 |
| Raymond James Financial Services Advisors, Inc | West Deptford | NJ | 12/2009 | 11/2019 |
| Kennedy Insurance Services | West Deptford | NJ | 10/2011 | 11/2019 |
| Kennedy Investment Group | West Deptford | NJ | 11/2009 | 11/2019 |
| Uber | Tansboro | NJ | 08/2015 | Present |
| Edgewood Associates, Inc | Berlin | NJ | 02/2020 | Present |
| Lpl Financial, Llc | Voorhees | NJ | 03/2020 | Present |
| Private Advisor Group, Llc | Voorhees | NJ | 05/2020 | Present |
1. 3/3/2020- Uber- driver - Outside/W-2 Employment- Non-Inv. RElated- Tansboro, NJ- start date 8/2015- 15hrs/mth- 1% 2. 3/3/2020 - Edgewood Associates - Not Investment Related - 3 Harker Ave. Berlin, NJ 08009 - Property and Casualty - Started Feb 2020. 3. 5/5/2020 - SGI Wealth Management - DBA: SGI Wealth Management, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 03/04/2020 - 160 Hours Per Month/8 Hours During Securities Trading. 4. 10/29/2021 - Dorflinger Financial, LLC Dba Cedar Brook Financial - Investment Related - Home Based - Insurance Agency - Owner - Started 08/01/2021 - 20 Hours Per Month/1 Hour During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-01-02 |
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