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Darek Koleda

Pine Valley Investments

Marlton, NJ

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Current Employers
Pine Valley Investments

10 E. Stow Rd. Suite 200, Marlton, NJ 08053 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2022-11-10
  • NJ RA
    APPROVED
    Since 2022-11-10

Branch Locations

10 E. Stow Rd. Suite 200, Marlton, NJ 08053 • 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
Lane Hipple - Wealth Management Group Moorestown NJ 09/2017 10/2019
Mcqueen Ball & Associates Bethlehem PA 08/2016 06/2017
Koleda Tax Llc D/B/A Fanty, Koleda & Associates Turnersvile NJ 11/2019 Present
Koleda Wealth Planners, Llc Turnersville NJ 10/2020 Present
Koleda Wealth Planners Llc Turnersville NJ 10/2020 09/2021
Avantax Insurance Agency, Llc Turnersville NJ 10/2021 Present
Avantax Advisory Services Turnersville NJ 10/2021 Present
Pine Valley Investments Marlton NJ 09/2022 Present
  • 09/2017 → 10/2019
    Lane Hipple - Wealth Management Group
    Moorestown, NJ
  • 08/2016 → 06/2017
    Mcqueen Ball & Associates
    Bethlehem, PA
  • 11/2019 → Present
    Koleda Tax Llc D/B/A Fanty, Koleda & Associates
    Turnersvile, NJ
  • 10/2020 → Present
    Koleda Wealth Planners, Llc
    Turnersville, NJ
  • 10/2020 → 09/2021
    Koleda Wealth Planners Llc
    Turnersville, NJ
  • 10/2021 → Present
    Avantax Insurance Agency, Llc
    Turnersville, NJ
  • 10/2021 → Present
    Avantax Advisory Services
    Turnersville, NJ
  • 09/2022 → Present
    Marlton, NJ
Previous Registrations
  • 2021-10-21 → 2022-09-23
    Avantax Advisory Services
    Turnersville, NJ
  • 2021-01-14 → 2021-09-30
    Koleda Wealth Planners Llc
    Turnersville, NJ
  • 2017-11-14 → 2020-12-03
    Lane Hipple - Wealth Management Group
    Moorestown, NJ
Other Businesses

Darek Koleda is the owner of Koleda Tax LLC d/b/a Fanty, Koleda & Associates tax and financial firm. This activity accounts for approximately 75% of his time. Darek Koleda is a licensed insurance agent.

Designations

View on SEC IAPD

Other Firms

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