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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-04-16 |
Branch Locations
Suite 10201 10000 Sagemore Drive, Marlton, NJ 08053 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment | Fort Washington | PA | 04/2025 | Present |
| Bayada | Pennsauken | NJ | 08/2023 | 04/2025 |
| Tristate Financial Advisors | Philadelphia | PA | 11/2022 | 04/2023 |
| The Golf Club At Summerbrooke | Tallahassee | FL | 05/2022 | 07/2022 |
| Charlie Park | Tallahassee | FL | 06/2021 | 11/2021 |
| Florida State University | Tallahassee | FL | 08/2018 | 07/2022 |
| Rum Runners | Cape Coral | FL | 10/2017 | 06/2018 |
| North Fort Myers High School | North Fort Myers | FL | 08/2014 | 05/2018 |
| Unemployed | Beverly | NJ | 04/2023 | 08/2023 |
| Unemployed | Cape Coral | FL | 07/2022 | 11/2022 |
Natale & Harriett Wealth Management Position: Sales Assistant Nature: Financial Services Investment Related: Yes Hours: 160 Securities Trading Hours: 130 Start Date: 4/7/2025 Address: 10000 Sagemore Drive, Suite 10201 Marlton, NJ 08053 Description: Client support to financial professionals
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-04-14 |
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