Theresa Ann Procida

Current Employers

Innovative Investment Fiduciaries, Llc

101A Foster Road, Moorestown, NJ 08057 • United States

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2013-03-20

NJ RA
APPROVED

Since 2013-03-20

Branch Locations

101A Foster Road, Moorestown, NJ 08057 • 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

Organization	City	State	From	To
Innovative Benefit Planning Llc	Moorestown	NJ	04/1986	Present
Innovative Investment Fiduciaries, Llc	Moorestown	NJ	03/2013	Present

04/1986 → Present

Innovative Benefit Planning Llc

Moorestown, NJ
03/2013 → Present

Innovative Investment Fiduciaries, Llc

Moorestown, NJ

Previous Registrations

2008-04-14 → 2015-03-25

Main Street Financial Life Advisors, Llc

Moorestown, NJ
2004-07-23 → 2007-12-05

Tower Square Securities, Inc.

Cinnaminson, NJ

Cinnaminson, NJ
2002-06-21 → 2003-01-15

Ws Griffith Securities, Inc.

Cinnaminson, NJ

Other Businesses

LICENSED INSURANCE AGENT OFFERING NON-VARIABLE INSURANCE PRODUCTS/ INNOVATIVE BENEFIT PLANNING LLC 101A Foster Road Moorestown, NJ 08057/ START DATE 1-1-1986/ 160 HOURS PER MONTH// INNOVATIVE PROPERTIES/ PARTNER IN REAL ESTATE/ START DATE 5-1-1998/ 1 HOUR PER YEAR//

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1991-05-24

S63 Uniform Securities Agent State Law Examination

1991-05-24

Other Names

Theresa A Procida
Terriann Procida

View on SEC IAPD