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Current Employers
Main Street Financial Life Advisors, Llc

212 W. Route 38 Suite 600, Moorestown, NJ 08057 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-01-09
  • NJ RA
    APPROVED
    Since 2025-01-09

Branch Locations

212 W. Route 38 Suite 600, Moorestown, NJ 08057 • United States

Cwm, Llc

14600 Branch St., Omaha, NE 68154 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-01-09
  • NJ RA
    APPROVED
    Since 2025-01-09

Branch Locations

212 W. Route 38, Suite 600, Moorestown, NJ 08057 • United States

14600 Branch St., Omaha, NE 68154 • 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
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
  • 09/2024 → Present
    Moorestown, NJ
  • 11/2019 → 06/2024
    Armanino Llp (Formerly Drucker & Scaccetti, P.C.)
    Philadelphia, PA
  • 10/2013 → 10/2019
    Gross, Mendelsohn & Associates, P.A.
    Baltimore, MD
  • 11/2024 → Present
    Omaha, NE
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-11-18
  • S65 Uniform Investment Adviser Law Examination
    2024-11-18
Other Names
  • Beth Gaasbeck
  • Elizabeth Gaasbeck

View on SEC IAPD

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