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400 White Horse Pike, Haddon Heights, NJ 08035 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-01-20 |
| NJ | RA | APPROVED | 2026-01-20 |
| TX | RA | APPROVED_RES | 2024-10-16 |
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 |
|---|---|---|---|---|
| Cypress Financial Planning | Haddon Heights | NJ | 05/2012 | Present |
| Myfinancialanswers, Llc | Cherry Hill | NJ | 08/2014 | 04/2021 |
| Picwell, Inc | Philadelphia | PA | 04/2019 | 04/2021 |
| Tifin | Boulder | CO | 05/2021 | 07/2023 |
NAME OF OBA: VALOR TECHNICAL CLEANING CENTENNIAL, CO; ADDRESS OF OBA: BROOMFIELD, CO 80023; NATURE: BIOHAZARD TECHNICAL CLEANING SERVICES; INVESTMENT RELATED: NO; TITLE WITH OBA: CEO; DUTIES: AS CEO, RUNS ALL FACETS OF THE DAY-TO-DAY BUSINESS; START DATE: 07/2023; APPROX. NUMBER OF HOURS/MONTH: 160; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 120
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-09-18 |
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