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Jeffrey Wilbur Hilliard

Cra Financial Services, L.L.C.

Haddonfield, NJ

Northfield, NJ

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Current Employers
Cra Financial Services, L.L.C.

332 Tilton Road, Northfield, NJ 08225 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-01-04
NJ RA APPROVED 2017-09-26
  • TX RA
    APPROVED
    Since 2021-01-04
  • NJ RA
    APPROVED
    Since 2017-09-26

Branch Locations

25 Chestnut Street Suite 5, Haddonfield, NJ 08033 • United States

332 Tilton Road, Northfield, NJ 08225 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Prestige Wealth Management Flemington NJ 02/2013 09/2017
Triad Advisors, Inc. Norcross GA 03/2013 09/2017
Cra Financial Services, L.L.C. Northfield NJ 09/2017 Present
The Pillar Strategies Flemington NJ 03/2017 09/2017
Previous Registrations
Other Businesses

ROWAN UNIVERSITY / ADJUNCT PROFESSOR / 10 HOURS WEEKLY / NOT INVESTMENT RELATED

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-05-18
  • S66 Uniform Combined State Law Examination
    2006-05-18
Designations
Other Names
  • Jeffrey Wilbur Hilliard
  • Jeffrey Hilliard

View on SEC IAPD

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Other Offices

STIFEL, NICOLAUS & COMPANY, INCORPORATED · HADDONFIELD, NJ
HADDON WEALTH MANAGEMENT, LLC · HADDONFIELD, NJ
WROUGHT FINANCIAL PLANNING · HADDONFIELD, NJ
THE ASCENT GROUP, LLC · HADDONFIELD, NJ
LPL FINANCIAL LLC · HADDONFIELD, NJ
INTEGRITY ADVISORY SOLUTIONS · Haddonfield, NJ
FINANCIAL COMPASS LLC · Haddonfield, NJ
PARK AVENUE SECURITIES LLC · Haddonfield, NJ

More in Haddonfield, NJ

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