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379 Thornall St. Floor 9, Suite 9, Edison, NJ 08837 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-10-04 |
| NJ | RA | APPROVED | 2022-08-24 |
Branch Locations
Haddonfield, NJ • United States
379 Thornall St. Floor 9, Suite 9, Edison, NJ 08837 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Penn Capital Management | Cherry Hill | NJ | 08/2002 | 07/2017 |
| Lht Consultants | Haddonfield | NJ | 09/2017 | 08/2022 |
| Drexel University | Philadelphia | PA | 01/2020 | Present |
| Borough Of Haddonfield | Haddonfield | NJ | 05/2021 | 05/2024 |
| Leo Wealth, Llc | Hurst | TX | 08/2022 | Present |
1) Drexel University; investment related: No; Location: 3141 Chestnut Avenue, Philadelphia, PA 19104; Description: Professor for undergraduate students; Position Title: Adjunct Professor ; Responsibilities Duties: Part-time teaching of select courses; Start date: January 2020; Hours devoted to business during trading hours: 30; Hours devoted to business outside trading hours: 8; Percentage of total yearly compensation expected to be derived from the business: 10. 2) Rocheboy Productions; investment related: No; Location: 1 Latham Park, Elkins Park, PA 19027; Description: Write original content and productions for stage and screen. Plays and short-films; Hours devoted during non-business hours: 20; Percentage of total yearly compensation expected to be derived from the business: 5.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-09-05 |
| S63 | Uniform Securities Agent State Law Examination | 1995-08-08 |
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