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Current Employers
S & A Financial Strategies & Services, Llc

1101 North Kings Highway - Suite 204, Cherry Hill, NJ 08034 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2018-11-26
  • NJ RA
    APPROVED
    Since 2018-11-26

Branch Locations

1101 North Kings Highway - Suite 204, Cherry Hill, NJ 08034 • 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
Conner Strong & Buckelew Marlton NJ 08/2017 06/2019
Conner Strong & Buckelew Marlton NJ 05/2016 08/2017
Conner Strong & Buckelew Camden NJ 06/2019 03/2025
Conner Strong & Buckelew Camden NJ 03/2025 Present
  • 08/2017 → 06/2019
    Conner Strong & Buckelew
    Marlton, NJ
  • 05/2016 → 08/2017
    Conner Strong & Buckelew
    Marlton, NJ
  • 06/2019 → 03/2025
    Conner Strong & Buckelew
    Camden, NJ
  • 03/2025 → Present
    Conner Strong & Buckelew
    Camden, NJ
Other Businesses

Conner Strong & Buckelew; Non-investment related TRIAD1828 CENTRE; 2 Cooper Street; Camden, NJ 08101 Nature: Insurance and Risk Management, Employee Benefits and Consulting Title: Auditor; Start Date for current position - 04/2024 Hours Devoted: 160/month; Hours Devoted During Securities Trading Hours: 6 Duties: Audit of client company's medical plans

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-11-09
  • S65 Uniform Investment Adviser Law Examination
    2018-11-09
Other Names
  • Marion Joy
  • Marion Aurelio

View on SEC IAPD

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