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212 W. Route 38 Suite 600, Moorestown, NJ 08057 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-01-20 |
Branch Locations
212 W. Route 38 Suite 600, Moorestown, NJ 08057 • United States
14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2021-02-03 |
| TX | RA | APPROVED_RES | 2021-02-01 |
Branch Locations
212 W. Route 38 Suite 600, Moorestown, NJ 08057 • United States
14600 Branch St., Omaha, NE 68154 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Roman & Kulpa | Moorestown | NJ | 07/2009 | Present |
| Main Street Investment Advisors | Moorestown | NJ | 01/2011 | Present |
| Cwm, Llc | Omaha | NE | 02/2021 | Present |
NAME OF BUSINESS: Roman & Kulpa, LLC NATURE: Accounting Firm START: 7/1/2009 POSITION: Principal APPX. HRS/MONTH: 30 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 15 DUTIES: Prepare individual, corporate and fiduciary tax returns NAME OF BUSINESS: Roman Catholic High School Alumni Association NATURE: Board of Trustee START: 1/1/2016 POSITION: Treasurer APPX. HRS/MONTH: 2 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Review of alumni association's financial data and collaborate with other board members on decision making and direction of association
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-12-19 |
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