Eric Hoffman

Current Employers

Employment History

• 07/2021 → 06/2022
  Florida Financial Advisors (Dba Tristate Financial Advisors)
  Philadelphia, PA
• 08/2017 → 05/2021
  Temple University
  Pittsburgh, PA
• 05/2011 → 06/2017
  Upper St. Clair School District
  Pittsburgh, PA
• 11/2021 → 06/2022
  Trinity Wealth Securities
  Philadelphia, PA
• 06/2022 → 04/2024
  Fisher Investments
  Tampa, FL
• 08/2024 → Present
  Saxony Capital Management
  St. Louis, MO
• 06/2024 → Present
  Saxony Securities, Inc.
  St. Louis, MO

Previous Registrations

• 2024-08-16 → 2024-12-31
  Saxony Capital Management, Llc
  Philadelphia, PA
  Saint Louis, MO
  Marlton, NJ
• 2022-11-28 → 2024-04-19
  Fisher Investments
  Tampa, FL
• 2021-08-02 → 2022-06-20
  Florida Financial Advisors, Llc
  Philadelphia, PA

Other Businesses

1.) Workplace Financial Advisors- DBA- Investment Related- 07/01/2024- 5 Greentree Centre 525 Route NJ-73 N. Suite 307 Marlton, NJ 08053- Duties: Financial Advisor; 10 hrs per month; 10 hours during trading hours 2.) Various Insurance Companies (OBA) For Investment Related Busines; Non Variable Insurance Sales; Insurance Agent; Began 7/1/2024; Insurance Policy Sales

Exams

• S63 Uniform Securities Agent State Law Examination
  2021-10-28
• S65 Uniform Investment Adviser Law Examination
  2021-07-22

Other Names

• Eric Joshua Hoffman