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Haddonfield, NJ • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-12-06 |
| PA | RA | APPROVED | 2018-03-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mcadam Financial | Philadelphia | PA | 01/2013 | 01/2018 |
| Onroute Financial, Llc | Philadelphia | PA | 04/2017 | Present |
Your Planning Partner, LLC; investment-related: Yes; 3801 PGA Blvd., Suite 600, Palm Beach Gardens, FL 33410; Financial Planning; Paraplanner; January 2024; 10 hours per month; prepping meeting agendas, taking notes, and entering data.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-01-12 |
| S63 | Uniform Securities Agent State Law Examination | 2012-12-12 |
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