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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 | 2026-08-03 |
Branch Locations
Haddon Twp., NJ • United States
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 |
|---|---|---|---|---|
| Valic Financial Advisors, Inc. | Bedminster | NJ | 10/2014 | 08/2026 |
| Agia | Houston | TX | 12/2022 | 08/2026 |
| Lincoln Investment | Fort Washington | PA | 08/2026 | Present |
Name: North Star Wealth Planning, LLC; Investment Related: Yes; Address: 207 E. Linden Ave., Haddon Twp., NJ 08108; Nature: Marketing, Financial Services; Title: Owner; Start: 7/13/2026; 160; 130; Duties: DBA for Lincoln business. Sell fixed insurance.; Name: Somehow I Manage LLC; Investment Related: No; Address: 207 E. Linden Ave., Haddon Twp., NJ 08108; Nature: Selling books on Amazon; Title: Owner; Start: 6/23/2023; 0; 0; Duties: Owner - No duties other than make updates as needed.;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-11-12 |
| S63 | Uniform Securities Agent State Law Examination | 2005-10-03 |
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