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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-10-11 |
| PA | RA | APPROVED | 2024-10-11 |
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 |
|---|---|---|---|---|
| Kempson & Tschopp, Llc | Sparta | NJ | 02/2007 | Present |
| American Portfolios Financial Services, Inc. | Holbrook | NY | 06/2016 | 10/2024 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | Present |
1. KT WEALTH GROUP/KEMPSON & TSCHOPP LLC POSITION: CFP NATURE: INSURANCE, FINANCIAL & ESTATE PLANNING INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 6 START DATE: 11/01/2023 ADDRESS: 351 Sparta Ave, Suite 204, Sparta NJ 07871, United States DESCRIPTION: Provide clients with estate, retirement planning and insurance. Insurance may include Life, DI and LTC. 2. CROWN FINANCIAL MINISTRIES POSITION: facilitator NATURE: Volunteer to facilitate Financial course at my church I've done this starting in 2007 INVESTMENT RELATED: No NUMBER OF HOURS: 18 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2007 ADDRESS: Grace Church on the Mount, Rt 46, Netcong NJ 07857, United States DESCRIPTION: I facilitate a discussion on financial topics including budgeting, debt issues and investment planning. I'm currently using Dave Ramsey materials and we just listen to a video and discuss afterwards.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-07-27 |
| S63 | Uniform Securities Agent State Law Examination | 1995-04-18 |
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