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429 Lacey Road, Forked River, NJ 08731 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2017-03-29 |
Branch Locations
1 disclosure category 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 |
|---|---|---|---|---|
| Feldman Financial Services, Llc | Forked River | NJ | 02/2017 | Present |
| Sole Proprietor | Forked River | NJ | 10/1991 | Present |
Managing Member Carl Feldman is also an independently licensed insurance agent. Approximately 60% of his time is spent in this practice.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-01-09 |
| S63 | Uniform Securities Agent State Law Examination | 1996-01-22 |
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