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Ridgewood, NJ • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-05-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vanguard Marketing Corporation | Malvern | PA | 07/2016 | 01/2020 |
| Cornerstone Institutional Investors | Bethlehem | PA | 01/2020 | 01/2023 |
| M Holdings Securities, Inc. | Bethlehem | PA | 01/2020 | 01/2023 |
| Cornerstone Advisors Asset Management, Llc | Bethlehem | PA | 01/2020 | 01/2023 |
| Cornerstone Benefits, Inc. | Bethlehem | PA | 01/2020 | 01/2023 |
| Lincoln Financial Advisors Corporation | Emmaus | PA | 01/2023 | 03/2023 |
| Maltin Wealth Management, Inc. | Ridgewood | NJ | 03/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-04 |
| S63 | Uniform Securities Agent State Law Examination | 2016-08-10 |
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