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30 S. 17Th Street Ste 1620, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2018-10-04 |
Branch Locations
30 S. 17Th Street Ste 1620, Philadelphia, PA 19103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Innovative Benefit Planning, Llc | Moorestown | NJ | 10/2008 | 04/2018 |
| Innovative Investment Fiduciaries, Llc | Moorestown | NJ | 03/2014 | 04/2018 |
| Rtd Financial Advisors, Inc. | Cherry Hill | NJ | 04/2018 | Present |
I HAVE BEEN EMPLOYED, SINCE OCTOBER 27, 2008, AS AN ACCOUNT EXECUTIVE AT INNOVATIVE BENEFIT PLANNING, LLC, A NOT INVESTMENT RELATED BUSINESS LOCATED AT 101A FOSTER ROAD MOORESTOWN, NJ 08057. THE NATURE OF THE BUSINESS IS EMPLOYEE BENEFIT AND FINANCIAL SERVICES. I DEVOTE APPROXIMATELY 50 HOURS PER MONTH TO THIS BUSINESS; ALL OF MY TIME IS DURING SECURITIES TRADING HOURS. I MANAGE EXISTING CLIENT RELATIONSHIPS, CREATE AND UPDATE INTERNAL REPORTS AND TRACKING SYSTEMS, AND ADMINISTRATIVE AND CLERICAL DUTIES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-03-20 |
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