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400 White Horse Pike, Haddon Heights, NJ 08035 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-06-20 |
| NJ | RA | APPROVED | 2020-06-01 |
Branch Locations
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 |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Voorhees | NJ | 06/2011 | 05/2020 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 05/2020 |
| Cypress Financial Planning | Haddon Heights | NJ | 05/2020 | Present |
(1.) NAME OF OBA: RUOFF ASSOCIATES, LLC; ADDRESS OF OBA: MARLTON, NJ 08053; NATURE: REAL ESTATE INVESTMENT; INVESTMENT-RELATED: YES; RELATIONSHIP WITH OBA: 25% OWNER; DUTIES: RESEARCH, PURCHASE, REHAB, RENT AND MANAGE INVESTMENT REAL ESTATE PROPERTIES; START DATE: 07/2019; APPROX. NUMBER OF HOURS/MONTH: 10; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 1; (2.) NAME OF OBA: PR REAL ESTATE, LLC; ADDRESS OF OBA: SEWELL, NJ 08080; NATURE: PERSONAL REAL ESTATE INVESTMENT; INVESTMENT RELATED: YES; TITLE WITH OBA: OWNER; DUTIES: VETTING AND PURCHASE OF PROPERTIES AND ONGOING MANAGEMENT OF REHAB AND TENANTS; START DATE: 06/25/2025; APPROX. NUMBER OF HOURS/MONTH: 5; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0; (3.) NAME OF OBA: RIVALS CHAMPIONSHIP SERIES; ADDRESS OF OBA: BLACKWOOD, NJ 08012; NATURE: YOUTH SPORTS TOURNAMENT ORGANIZATION; INVESTMENT RELATED: NO; TITLE WITH OBA: BOARD MEMBER AND TREASURER; DUTIES: COORDINATE LOGISTICS FOR ANNUAL YOUTH HOCKEY TOURNAMENT SERIES AND MANAGE ALL FINANCES RELATED TO OPERATIONS; START DATE: 10/01/2025; APPROX. NUMBER OF HOURS/MONTH: 5; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-08-16 |
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