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4 Eves Drive Suite B100, Marlton, NJ 08053 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2022-03-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Portfolios Advisors, Inc | Marlton | NJ | 04/2010 | 12/2022 |
| American Portfolios Financial Services Inc. | Marlton | NY | 04/2010 | 10/2024 |
| Cora Capital Advisors Llc | Marlton | NJ | 03/2022 | Present |
| Osaic Wealth, Inc. | Marlton | NJ | 10/2024 | Present |
1. CORA CAPITAL ADVISORS, LLC, SALE OF FIXED INSURANCE PRODUCTS, NON INVESTMENT RELATED, START DATE 2/6/2015, COMPENSATION=$120,000/YEAR, 150 HOURS PER MONTH, 140 HOURS DURING MARKET HOURS 2. CORA CAPITAL ASSURANCE, LLC, SALE OF FIXED INSURANCE AND GROUP BENEFITS, NON INVESTMENT RELATED, START DATE=2/6/2015, COMPENSATION =$5,000/YEAR, 40HOURS PER MONTH, 30 HRS DURING MARKET HOURS 3. CORA CAPITAL ADVISORS MARLTON, NJ-SEC REGISTERED INVESTMENT ADVISOR-INVESTMENT RELATED-8% OWNERSHIP-100 HOURS DEVOTED TO BUSINESS 100 HOURS DEVOTED TO BUSINESS DURING TRADING HOURS 4. AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. - INVESTMENT RELATED - MARLTON NJ - BROKER-DEALER - REGISTERED REPRESENTATIVE - 11/2009 - APPX. 10 HRS/MNTH.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-08-12 |
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