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141 Cooper Rd, Voorhees, NJ 08043 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-05-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Solutions Llc | Cherry Hill | NJ | 12/2018 | 11/2023 |
| Unemployed | Cherry Hill | NJ | 03/2018 | 11/2018 |
| Ritchie & Page Distributor Co. | Robinsville | NJ | 04/2011 | 02/2018 |
| Thrive Capital Management, Llc | Fort Washington | PA | 11/2023 | 04/2024 |
| Orion Financial Advisors | Voorhees | NJ | 04/2024 | Present |
Orion Financial Advisors LLC - This business is investment-related. The address is 141 Cooper Rd, Voorhees NJ 08043. The nature of the other business is insurance sales involving life and health insurance sales. My position is Independent Advisor with this business. The start date of this relationship is 04/29/2024. I devote approximately 25 hours/month to this business. The number of hours I devote during securities trading hours is 5 hours/month. My duties relating to this business are insurance sales.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-07-15 |
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