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212 W. Route 38 Suite 600, Moorestown, NJ 08057 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-01-09 |
Branch Locations
212 W. Route 38 Suite 600, Moorestown, NJ 08057 • United States
14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-01-09 |
Branch Locations
212 W. Route 38, Suite 600, Moorestown, NJ 08057 • United States
14600 Branch St., Omaha, NE 68154 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Main Street Financial Life Advisors, Llc | Moorestown | NJ | 09/2024 | Present |
| Armanino Llp (Formerly Drucker & Scaccetti, P.C.) | Philadelphia | PA | 11/2019 | 06/2024 |
| Gross, Mendelsohn & Associates, P.A. | Baltimore | MD | 10/2013 | 10/2019 |
| Cwm, Llc | Omaha | NE | 11/2024 | Present |
Roman & Kulpa, LLC; not investment-related; 212 W. Route 38, Suite 600, Moorestown, NJ 08057; CPA firm; Director of Tax; started 9/2024; approximately 160 hours per month, all during securities trading hours; Tax compliance and planning.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-18 |
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