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Moorestown, NJ • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APP_PEND_IARCE | 2026-01-01 |
| PA | RA | APPROVED | 2018-10-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Truvine Financial | Moorestown | NJ | 04/2017 | Present |
| Cardone Industries, Inc. | Philadelphia | PA | 12/1982 | 05/2017 |
As a Single Member LLC, in addition to Financial Planning and being a Registered Investment Advisor, Tim also consults with businesses that need accounting & financial, Supply Chain and / or general business help and support. All financial information is reported through Truvine Financial, LLC.. The consulting part of this business started at the same time as Truvine Financial. The time dedicated to this part of the business varies from week to week and month to month based on available time and requested time from the various companies that I am engaged with. Parts Life, Inc. Non Investment related 1256-60 Glen Ave., Moorestown, NJ 08057 DoD contractor Consulting in the finance & business area Started 2022 30 - 40 hours per month Financial, General business and Supply Chain consulting Productive Plastics Non Investment related 103 W. Park Drive, Mt. Laurel, NJ 08054 Thermoforming Consulting in the finance and general business area 2020 15 - 20 hours per month 15 - 20 hours per month Finance, General business and Supply chain consulting
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-06-15 |
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