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10 E. Stow Rd. Suite 200, Marlton, NJ 08053 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2022-12-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Wayne | PA | 02/2016 | 04/2018 |
| Equity Services Inc | Montpelier | VT | 05/2018 | 03/2020 |
| Jones Financial Group | Middletown | DE | 05/2018 | 03/2020 |
| Odyssey Capital Advisors | Bala Cynwyd | PA | 03/2020 | 10/2022 |
| Jones Sports Training Llc | Delaware | PA | 02/2019 | Present |
| Pine Valley Investments | Marlton | NJ | 10/2022 | Present |
| Pine Valley Investments | Marlton | NJ | 10/2022 | Present |
1) Jones Sports Training, NON-INVESTMENT RELATED, 205 Fairfield Drive Wallingford PA 19086, Athletic/Sports Training, 15 hours/month, 0 hours/month during trading hours 2.) Impact Services Corporation, 1952 E. ALLEGHENY AVENUE, PHILADELPHIA PA 19134, BOARD MEMBER, 1 hour/month, 0 hours/month during trading hours 3) Cardinal O'Hara High School, Not Investment Related, 1701 S Sproul Rd., Springfield, PA 19064, high school, facilities committee member, since 07/2021, less than 1 hour hours/month, 0 hours/month during trading hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-05-03 |
| S63 | Uniform Securities Agent State Law Examination | 2013-06-22 |
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