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1223 N. Church Street, Moorestown, NJ 08057 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-01-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Copper Beech Financial Group | Moorestown | NJ | 03/2020 | Present |
| Atlantic District Officials | Philadelphia | PA | 06/2021 | Present |
| Temple University Housing And Residential Life | Philadelphia | PA | 05/2019 | 08/2020 |
| Temple University Campus Recreation | Philadelphia | PA | 05/2018 | 01/2020 |
| Team Tringali, Bhhs, Verani Realty | Londonderry | NH | 05/2018 | 08/2018 |
| Seacoast Hockey Officials | Londodnerry | NH | 08/2016 | 01/2020 |
| Great Brook Officials Association | Londonderry | NH | 08/2014 | 01/2020 |
| American Portfolios Financial Services, Inc. | Moorestown | NJ | 05/2023 | 10/2024 |
| Osaic Wealth, Inc. | Moorestown | NJ | 10/2024 | Present |
Ice Hockey Officiating w/ Atlantic District Officials/ Non Inv related position as 'game official'. Start date 06/01/2021 10 hours per mo/ Fees per game/ No ownership interest Copper Beech Financial Group, LLC Investment Adviser Planning Associate Since 03/2020 Investment Related Osaic Wealth Broker Dealer Mass Transfer Since 10/2024 Investment Related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-26 |
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