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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 | 2023-01-13 |
Branch Locations
10000 Sagemore Drive #10201, Marlton, NJ 08053 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-01-12 |
Branch Locations
Suite 10201 10000 Sagemore Drive, Marlton, NJ 08053 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sagepoint Financial | Woodbury | NJ | 01/2012 | 01/2019 |
| Raymond James Financial Services Inc. | West Deptford | NJ | 01/2019 | 01/2023 |
| Raymond James Financial Services Advisors, Inc. | West Deptford | NJ | 01/2019 | 01/2023 |
| Anthony L. Panto | West Deptford | NJ | 01/2007 | Present |
| Non-Variable Insurance | West Deptford | NJ | 01/2007 | Present |
| Lincoln Investment | Fort Washington | PA | 01/2023 | Present |
| Capital Analysts | Fort Washington | PA | 01/2023 | Present |
ANTHONY PANTO POSITION: Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2000 ADDRESS: 108 Braddock Lane, Deptford NJ 08096, United States DESCRIPTION: Sell small group health insurance to referred businesses. Junior Achievement of New Jersey Position: Board Member Nature: Non-Profit Investment Related: No Hours: 3 Securities Trading Hours: 0 Start Date: 12/13/2022 Address: 360 Pear Blossom Drive , Edison, NJ 08837 Description: Board Member and organize financial literacy events. I do not have check writing abilities or any financial authority. Panto Wealth Strategies, Inc. POSITION: Principal NATURE: Tax/Accounting Purposes, Marketing INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 8 START DATE: 6/17/2016 ADDRESS: 108 Braddock Lane, Deptford NJ 08096, United States DESCRIPTION: DBA for Lincoln business. This S-Corp was created for tax purposes to receive income from primary business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-12-09 |
| S63 | Uniform Securities Agent State Law Examination | 1990-05-15 |
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