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650 New Road Suite B, Linwood, NJ 08221 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2018-07-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Chamberlain Financial Services | Linwood | NJ | 09/1998 | Present |
| Commonwealth Financial Network | Waltham | MA | 02/2005 | 10/2018 |
| Mlp3, Llc | Linwood | NJ | 06/2018 | Present |
1. Waterway Holdings Group, LP ("Waterway") - owner. Limited partnership that owns business holdings of Todd Chamberlain. Not investment related. Not conducted at branch. 2. Thorough Steward, Inc., - president. General partner of Waterway. Not investment related. Not conducted at branch. 3. 650 New Road Associates, LLC - owner (wholly owned by Waterway). Commercial real estate company which owns the building leased to MLP3, LLC (branch office building) Investment related. Not conducted at branch. 4. 650 Admin, LLC - owner (wholly owned by Waterway). Accounting and administrative company that provides support services to affiliated businesses, unaffiliated businesses, and clients of MLP3, LLC (investment advisory company). Investment related. Not conducted at branch. 5. OC Waterparks Ops, LLC - owner (partially owned by Waterway). Entertainment operating company; not investment related; not conducted at branch 6. 226 Realty Mgr, LLC, - owner (partially owned by Waterway). General partner of 226 Realty, LP . Not investment related. Not conducted at branch. 7. 226 Realty, LP - owner. Entity that owns various commercial real estate holding companies. . Not investment related. Not conducted at branch. 8. Harvest Woodbine, LLC - owner (partially owned by Waterway). Entity that owns farmland. Not investment related. Not conducted at branch. 9. Masters Legacy Planning, Inc. - owner. Entity currently offers no services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-05-18 |
| S63 | Uniform Securities Agent State Law Examination | 1993-08-13 |
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