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Turner Financial Group, Inc. CRD 134204
$230M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
4366 5Th Avenue, Pace, FL 32571-1810 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-10-29 |
| FL | RA | APPROVED | 2024-09-16 |
| NJ | RA | APPROVED | 2024-09-03 |
| VA | RA | APPROVED | 2024-08-24 |
| SC | RA | APPROVED | 2024-08-22 |
| PA | RA | APPROVED | 2024-08-21 |
| DE | RA | APPROVED | 2024-08-20 |
| TX | RA | APPROVED_RES | 2024-08-19 |
Branch Locations
3560 Quakerbridge Road, Hamilton, NJ 08619 • United States
Rehoboth Beach, DE • United States
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 |
|---|---|---|---|---|
| Dedicated Benefits, Llc Dba Dedicated Senior Advisors | Princeton | NJ | 11/2022 | Present |
| Dedicated Financial Services, Llc | Hamilton | NJ | 08/2017 | 12/2020 |
| Sgl Financial, Llc | Buffalo Grove | IL | 02/2013 | 08/2024 |
| Dedicated Financial Services Llc | Hamilton | NJ | 01/2012 | 12/2020 |
| Dedicated Financial Services, Llc | Hamilton | NJ | 05/2007 | Present |
| Dedicated Financial Services - De, Llc | Rehoboth Beach | DE | 06/2019 | Present |
| Dedicated Properties, Llc | Hamilton | NJ | 01/2016 | Present |
| Turner Financial Group, Inc. | Pace | FL | 07/2024 | Present |
Dedicated Benefits d.b.a. Dedicated Senior Advisors; Dedicated Financial Services, LLC. (Financial and Insurance Services); Dedicated Financial Services - Delaware (Financial and Insurance Services).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-04-13 |
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