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William Leonard Lafferty

Total Alignment Wealth Advisors, LLC

Turnersville, NJ

Ta Capital Management, LLC

Sewell, NJ

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Current Employers
Total Alignment Wealth Advisors, Llc

5 Penn Plaza 19Th Floor, New York, NY 10001 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2019-11-21
  • NJ RA
    APPROVED
    Since 2019-11-21

Branch Locations

215 Fries Mill Road, Suite B1, Turnersville, NJ 08012 • United States

Ta Capital Management, Llc

123 Egg Harbor Rd Unit 506, Sewell, NJ 08080 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2019-11-21
  • NJ RA
    APPROVED
    Since 2019-11-21

Branch Locations

123 Egg Harbor Rd Unit 506, Sewell, NJ 08080 • 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
Total Alignment Wealth Advisors New York NY 08/2018 Present
The Warwick Tavern Somerdale NJ 01/2016 08/2018
Rowan University Glassboro NJ 01/2015 05/2018
  • 08/2018 → Present
    Total Alignment Wealth Advisors
    New York, NY
  • 01/2016 → 08/2018
    The Warwick Tavern
    Somerdale, NJ
  • 01/2015 → 05/2018
    Rowan University
    Glassboro, NJ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-05-17
  • S65 Uniform Investment Adviser Law Examination
    2019-05-17
Designations

View on SEC IAPD

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Other Offices

ROCKCREST FINANCIAL LLC · Turnersville, NJ
FINANCIAL PLANNING PROFESSIONALS, INC. · TURNERSVILLE, NJ
CHESAPEAKE CAPITAL MANAGEMENT, LLC · TURNERSVILLE, NJ
CETERA INVESTMENT ADVISERS LLC · TURNERSVILLE, NJ
EDWARD JONES · Sewell, NJ
ALLSTATE FINANCIAL ADVISORS, LLC · Turnersville, NJ
PNC WEALTH MANAGEMENT LLC · SEWELL, NJ
CITIZENS SECURITIES, INC. · SEWELL, NJ

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