Marc Morgan

Current Employers

Heroic Financial Llc

Barnegat, NJ • United States

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2024-01-09

NJ RA
APPROVED

Since 2024-01-09

Branch Locations

Barnegat, NJ • 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

Organization	City	State	From	To
Heroic Financial Llc	Barnegat	NJ	04/2021	Present
Evesham Township	Marlton	NJ	05/2008	Present

04/2021 → Present

Heroic Financial Llc

Barnegat, NJ
05/2008 → Present

Evesham Township

Marlton, NJ

Previous Registrations

2021-08-05 → 2021-10-25

Heroic Financial Llc

Barnegat, NJ

Other Businesses

1)EVESHAM TOWNSHIP; NOT INVESTMENT RELATED; MARLTON, NY; PUBLIC SAFETY OFFICER; START DATE 05/2008; APPROX 120 HRS/MONTH 2)POLICE AND FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY; NOT INVESTMENT RELATED; TRENTON, NJ; TRUSTEE; START DATE 02/2019; APPROX 16 HRS/MONTH

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2021-04-20

S65 Uniform Investment Adviser Law Examination

2021-04-20

View on SEC IAPD