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Current Employers
United Planners' Financial Services Of America A Limited Partner

7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2026-08-19
PA RA APPROVED 2026-08-19
NJ RA APPROVED 2016-10-07
  • MD RA
    APPROVED
    Since 2026-08-19
  • PA RA
    APPROVED
    Since 2026-08-19
  • NJ RA
    APPROVED
    Since 2016-10-07

Branch Locations

1814 East Route 70 Ste. 350, Cherry Hill, NJ 08003 • United States

Mount Airy, MD • United States

1155 Rt 72 West, Manahawkin, NJ 08050 • United States

7333 E Doubletree Ranch Rd Ste 120, Scottsdale, AZ 85258 • United States

1028 Trenton Road, Levittown, PA 19054 • 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
Hadlin, Eric Kodish Cpa Cherry Hill NJ 09/2004 Present
Ameriprise Financial Services Moorestown NJ 11/2011 09/2016
United Planners Financial Services Scottsdale AZ 09/2016 Present
360 Financial Services Llc Moorestown NJ 10/2016 Present
Ocean Tax Consultants Llc Manahawkin NJ 11/2016 Present
360 Cpa Services Llc Moorestown NJ 10/2016 Present
Tydev Enterprises Llc Moorestown NJ 01/2019 Present
Kodish Family Llc Moorestown NJ 01/2019 Present
Ruffled Feathers South Llc Loxahatchee FL 09/2021 Present
Ruffled Feathers Horse Farm Llc Mt. Airy MD 10/2019 Present
Cluckchicken 23 Llc Mt Airy MD 04/2024 Present
Moocow 21 Llc Mt Airy MD 04/2024 Present
Americ Llc Mt. Airy MD 04/2024 Present
Turtle 21 Llc Mt. Airy MD 12/2024 Present
  • 09/2004 → Present
    Hadlin, Eric Kodish Cpa
    Cherry Hill, NJ
  • 11/2011 → 09/2016
    Ameriprise Financial Services
    Moorestown, NJ
  • 09/2016 → Present
    United Planners Financial Services
    Scottsdale, AZ
  • 10/2016 → Present
    360 Financial Services Llc
    Moorestown, NJ
  • 11/2016 → Present
    Ocean Tax Consultants Llc
    Manahawkin, NJ
  • 10/2016 → Present
    360 Cpa Services Llc
    Moorestown, NJ
  • 01/2019 → Present
    Tydev Enterprises Llc
    Moorestown, NJ
  • 01/2019 → Present
    Kodish Family Llc
    Moorestown, NJ
  • 09/2021 → Present
    Ruffled Feathers South Llc
    Loxahatchee, FL
  • 10/2019 → Present
    Ruffled Feathers Horse Farm Llc
    Mt. Airy, MD
  • 04/2024 → Present
    Cluckchicken 23 Llc
    Mt Airy, MD
  • 04/2024 → Present
    Moocow 21 Llc
    Mt Airy, MD
  • 04/2024 → Present
    Americ Llc
    Mt. Airy, MD
  • 12/2024 → Present
    Turtle 21 Llc
    Mt. Airy, MD
Previous Registrations
Other Businesses

1.) 360 FINANCIAL SERVICES LLC - MANAGING MEMBER - DBA NAME FOR MARKETING PURPOSES ONLY - MOORESTOWN, NJ - SINCE 10/2016 - INVESTMENT RELATED 2.) OCEAN TAX CONSULTANTS LLC - MANAGING MEMBER - TAX PREPARATION/ACCOUNT/BOOKKEEPING/CPA - MANAHAWKIN, NJ - SINCE 11/2016 - NOT INVESTMENT RELATED 3.) 360 CPA SERVICES LLC - MANAGING MEMBER - TAX PREPARATION/ACCOUNT/BOOKKEEPING/CPA - MORESTOWN, NJ - SINCE 10/2016 - NOT INVESTMENT RELATED 4.) OCEAN TAX - MANAGING MEMBER - NOT CURRENTLY USED, REQUIRED BY THE STATE OF NJ TO KEEP OPEN TO RECEIVE PAYMENT FOR PRIOR SERVICES RENDERED, WAS ALTERNATE NAME REGISTERED TO 360 CPA SERVICES LLC - MOORESTOWN, NJ - SINCE 10/2016 - NOT INVESTMENT RELATED 5.) AMBER KODISH - PROPERTY MANAGEMENT - REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - MOORESTOWN, NJ - SINCE 08/2018 - INVESTMENT RELATED 6.) TYDEV ENTERPRISES LLC - MEMBER- REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - MOORESTOWN, NJ - SINCE 01/2019 - INVESTMENT RELATED 7.) KODISH FAMILY LLC - MEMBER - REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - MOORESTOWN, NJ - SINCE 01/2019 - INVESTMENT RELATED 8.) RUFFLED FEATHERS HORSE FARM LLC - MANAGING MEMBER - REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - MT. AIRY, MD - SINCE 10/2019 - INVESTMENT RELATED 9.) RUFFLED FEATHERS SOUTH LLC - MANAGING MEMBER - REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - LOXAHATCHEE, FL - SINCE 09/2021 - INVESTMENT RELATED 10.) 360 FINANCIAL SERVICES LLC - MANAGING MEMBER - LLC - MOORESTOWN, NJ - SINCE 10/2016 - NOT INVESTMENT RELATED 11.) REAL ESTATE MANAGEMENT RENTALS - PROPERTY MANAGER - REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - MOORESTOWN, NJ - SINCE 08/2018 - INVESTMENT RELATED 12.) MOOCOW 21 LLC - MANAGING MEMBER - REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - MT. AIRY, MD - SINCE 04/2024 - INVESTMENT RELATED 13.) AMERIC LLC - MANAGING MEMBER - REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - MT. AIRY, MD - SINCE 04/2024 - INVESTMENT RELATED 14.) CLUCKCHICKEN 23 LLC - MANAGING MEMBER - REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - MT. AIRY, MD - SINCE 04/2024 - INVESTMENT RELATED 15.) TURTLE 21 LLC - MANAGING MEMBER - REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - MT. AIRY, MD - SINCE 12/2024 - INVESTMENT RELATED

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-02-07
  • S66 Uniform Combined State Law Examination
    2012-02-07
Designations
Other Names
  • Eric Kodish

View on SEC IAPD

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