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4 Eves Drive Suite B100, Marlton, NJ 08053 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2022-03-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Baratz And Associates Cpa | Marlton | NJ | 01/1980 | Present |
| American Portfolios Financial Services, Inc. | Holbrook | NY | 11/2011 | 10/2024 |
| American Portfolios Advisors, Inc. | Marlton | NJ | 11/2011 | 12/2022 |
| Cora Capital Advisors Llc | Marlton | NJ | 03/2022 | Present |
| Osaic Wealth, Inc. | Marlton | NJ | 10/2024 | Present |
1. BARATZ & ASSOCIATES,PA. CPA FIRM. PARTNER.TAX & ACCOUNTING/FINANCIAL PLANNING SERVICES. DEVOTE 160 HRS/MO. OWN 20% OF STOCK. ESTABLISHED CONNECTION 1981. COMPENSATION $100,000-$200,000. POSITION: cpa/officer/owner NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 175 SECURITIES TRADING HOURS: 145 START DATE: 01/01/1981 ADDRESS: 4b eves dr marlton NJ 08226 DESCRIPTION: tax and accounting services to clients 2. B&A I,II,III,IV,V LIMITED PARTNERSHIP. PASSIVE INVESTOR.REAL ESTATE/RESTAURANT. O HRS/MO. OWN 20%. $O COMPENSATION. ESTABLISHED CONNECTION 1990. PLAN TO CONTINUE THESE INTERESTS. 3. BARATZ FINANCIAL SERVICES, LLC - INSURANCE AGENCY (FIXED INSURANCE); SALE OF FIXED INSURANCE PRODUCTS (20% OWNER). START DATE: 11/2007; DEVOTES 75 HRS PER MONTH, 75 HRS DURING MARKET HRS. 9/9/13 4. Cora Capital Assurance - Marlton NJ non-investment related; insurance broker; insurance sales; 2/6/2015; 5 hours per month; 5 hours per month during trading hours. 5. CORA CAPITAL ADVISORS, MARLTON NJ- SEC REGISTERED INVESTMENT ADVISOR YES INVESTMENT RELATED- START DATE 3/22 14% IAR OWNERSHIP-100 HOURS DEVOTED PER MONTH-100 HOURS DEVOTED PER MONTH DURING TRADING HOURS 6. AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. - INVESTMENT RELATED - MARLTON NJ - BROKER-DEALER - REGISTERED REPRESENTATIVE - 11/2011 - APPX. 10 HRS/MNTH.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-05-15 |
| S63 | Uniform Securities Agent State Law Examination | 2007-02-13 |
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