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3750 Park East Drive Suite 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-10-02 |
| TX | RA | APPROVED_RES | 2024-10-02 |
Branch Locations
10000 Lincoln Drive East Suite 201, Marlton, NJ 08053 • United States
Sicklerville, NJ • 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 |
|---|---|---|---|---|
| Fidelity Investments | Warrington | PA | 09/2011 | 01/2019 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 01/2019 |
| The Vanguard Group, Inc. | Malvern | PA | 01/2019 | 09/2024 |
| Stratos Wealth Advisors, Llc. | Marlton | NJ | 10/2024 | Present |
(1) NAME OF BUSINESS: INTELLIGENT TAX SERVICES ADDRESS: 7 ARLINGTON RD., SICKLERVILLE, NJ 08081 DESCRIPTION: INCOME TAX PREPARATION START DATE: 10/2024 APPROXIMATE HOURS/MONTH: 12 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: PREPARE INDIVIDUAL INCOME TAX RETURNS (2) NAME OF BUSINESS: SYNERGY WEALTH MANAGEMENT, REGISTERED INVESTMENT ADVISOR DBA INVESTMENT RELATED: YES ADDRESS: 10000 Lincoln Drive East Suite 201 Marlton, New Jersey 08053 POSITION: INVESTMENT ADVISOR REPRESENTATIVE START DATE: 10/2024 APPROXIMATE HOURS/MONTH: 160 HOURS DEVOTED DURING TRADING HOURS: 160 DESCRIPTION: FINANCIAL PLANNING AND ASSET MANAGEMENT (3) NAME OF BUSINESS: INSURANCE INVESTMENT RELATED: YES ADDRESS: 7 ARLINGTON RD., SICKLERVILLE, NJ 08081 POSITION: AGENT START DATE: 10/2024 APPROXIMATE HOURS/MONTH: 8 HOURS DEVOTED DURING TRADING HOURS: 6 DESCRIPTION: SALE AND SERVICE OF FIXED ANNUITIES AND LIFE INSURANCE (4) NAME OF BUSINESS: FILITALIA INTERNATIONAL INVESTMENT RELATED: NO ADDRESS: 1834 E PASSYUNK AVE POSITION: DIRECTOR OF FINANCE START DATE: 9/22/2025 APPROXIMATE HOURS/MONTH: 10 HOURS DEVOTED DURING TRADING HOURS: 0 DESCRIPTION: TO PRESERVE THE HISTORY AND HERITAGE OF THE ITALIAN-AMERICAN COMMUNITY
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-06-20 |
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