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Patrick A Mccrindle

Laurel Oak Wealth Management, LLC

Marlton, NJ

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Current Employers
Laurel Oak Wealth Management, Llc

525 Nj-73 Suite 200, Marlton, NJ 08053 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2026-04-29
  • NJ RA
    APPROVED
    Since 2026-04-29

Branch Locations

525 Nj-73 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
Camden County College Blackwood NJ 09/2016 06/2019
Rutgers School Of Business Camden NJ 09/2019 05/2021
Sgi Wealth Management Haddonfield NJ 09/2020 06/2021
Lpl Financial, Llc Vorhees NJ 06/2021 04/2025
Private Advisor Group, Llc Vorhees NJ 10/2021 04/2025
Ameriprise Financial Services, Llc Marlton NJ 04/2025 07/2025
Laurel Oak Wealth Management, Llc Marlton NJ 07/2025 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-09-22
  • S66 Uniform Combined State Law Examination
    2021-09-22
Other Names
  • Patrick Anthony Mccrindle

View on SEC IAPD

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