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4 Eves Drive Suite B100, Marlton, NJ 08053 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2022-03-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Portfolios Financial Services, Inc. | Holbrook | NY | 04/2015 | 10/2024 |
| Cora Capital Advisors Llc | Marlton | NJ | 03/2022 | Present |
| American Portfolios Advisors, Inc. | Marlton | NJ | 04/2015 | 12/2022 |
| Osaic Wealth, Inc. | Marlton | NJ | 10/2024 | 11/2025 |
| Saxony Securities, Llc | St. Louis | MO | 01/2026 | Present |
1) Cora Capital Advisors; DBA for Investment-Related Activity 2) Cora Capital Advisors; Investment-Related; Started 4/2022; 4 Eves Drive, Suite B100, Marlton, NJ 08053; Investment Advisor Representative; RIA for investment advisory services; 160 hours per month during trading; Provide fiduciary investment advisory and financial planning services to clients. 3) Cora Capital Assurance; Non-Investment Related; Started 4/2022; 4 Eves Drive, Suite B100, Marlton, NJ 08053; Investment Advisor Representative; Non-Variable Insurance; 5 hours per month during trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-05 |
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