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3071 E Chestnut Ave, Suite C9, Vineland, NJ 08361 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
3071 E Chestnut Ave, Suite C9, Vineland, NJ 08361 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Berkshire Hathaway Home Services | Mullica Hill | NJ | 05/2009 | Present |
| Lpl Financial | Vineland | NJ | 10/2012 | 09/2025 |
| Align Advisor Group, Llc | Vineland | NJ | 09/2025 | Present |
1. 02/26/2014-REAL ESTATE SALES/REAL ESTATE AGENT/VINELAND,NJ/Mortgage/Real Estate Services. 2. 3/16/2023 - BERNHARDT ASSET MANAGEMENT - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 03/10/2023 - 160 Hours Per Month/7 Hours During Securities Trading. 3. 12/24/2024 - NSB REAL ESTATE HOLDINGS - Real Estate Rental - Investment Related - Vineland, NJ - Start Date 12/13/2024 - 5 hours per month/ 0 hours during trading 4) 09/24/2025 - ALIGN ADVISOR GROUP LLC - Investment Related - Registered Investment Advisor Hybrid - At Reported Business Location(s) - Start Date:09/04/2025 - 160 Hrs/Mth - 6 Hrs During Trading.I provide investment advisory services through Align Advisor Group, LLC, an independent investment advisor firm. I started this business activity in 09/2025. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-09-07 |
| S63 | Uniform Securities Agent State Law Examination | 2016-05-04 |
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