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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-11-14 |
Branch Locations
10000 Lincoln Dr. E. Suite 201, Marlton, NJ 08053 • United States
Collingswood, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities, Llc. | Marlton | NJ | 08/2019 | 11/2024 |
| Slack Incorporated | Thorofare | NJ | 08/2018 | 12/2019 |
| Camden County College | Camden | NJ | 01/2018 | 12/2018 |
| Starbucks Coffee Company | Voorhees | NJ | 03/2015 | 05/2019 |
| Prudential Insurance Company Of America | Marlton | NJ | 12/2019 | Present |
| Prudential Insurance Company Of America | Marlton | NJ | 12/2019 | Present |
| Lpl Enterprise, Llc | Marlton | NJ | 11/2024 | Present |
EXECUTOR FOR DAVID HOEY AND NANCY FISCHANG POSITION: Executor of estate NATURE: Fiduciary Appointment (e.g., Trustee, Executor, POA) INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/28/2020 ADDRESS: 14 Chippenham Drive, Voorhees NJ 08043, United States DESCRIPTION: As the executor, I will complete the following duties:- Obtain a copy of the will, death certificate, and other important documents- Apply for probate- Notify any interested parties of the death- Manage the assets and property - Pay valid claims and expenses- File tax returns- Distribute the assets to the beneficiaries GARDEN STATE FINANCIAL AGENCY POSITION: Financial Planner NATURE: Help clients with their insurance and financial planning needs. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 12/25/2023 ADDRESS: 525 Route 73 N, Suite 202, Marlton NJ 08053, United States DESCRIPTION: - Meet with clients to review their existing Prudential products (if applicable) as well as help them with their insurance and financial planning needs -Present solutions based on in-depth fact finding and analysis - Complete and submit applications or paperwork
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-12-08 |
| S63 | Uniform Securities Agent State Law Examination | 2019-11-15 |
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