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525 Nj-73 Suite 200, Marlton, NJ 08053 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-03-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America | Wilmington | DE | 10/2023 | 12/2025 |
| Laurel Oak Wealth Management | Marlton | NJ | 12/2025 | Present |
| Pnc Bank | Philadelphia | PA | 10/2022 | 09/2023 |
| Pnc Bank | Philadelphia | PA | 03/2021 | 10/2022 |
| Pnc Bank | Philadelphia | PA | 11/2018 | 03/2021 |
| Wells Fargo Bank | Philadelphia | PA | 10/2017 | 11/2018 |
| Wells Fargo Bank | Philadelphia | PA | 03/2016 | 10/2017 |
MMI PREPATORY SCHOOL; NOT INVESTMENT RELATED; FREELAND, PA; NON-PROFIT BOARD POSITION FOR INDEPENDENT PREPATORY DAY SCHOOL; FINANCE COMMITTEE AND BOARD OF DIRECTORS; 7/26; ONE HOUR PER MONTH, ZERO HOURS DURING SECURITIES TRADING HOURS; BOARD DUTIES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-20 |
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