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Jeremy John Schank

Pts Brokerage, LLC

Mount Laurel, NJ

Mount Laurel, NJ

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Current Employers
Pts Brokerage, Llc

Eastgate Business Center 125 C Gaither Dr, Mt. Laurel, NJ 08054 • United States

Current Registrations

AuthorityCategoryStatusDate
DE RA APPROVED 2024-03-12
PA RA APPROVED 2011-10-18
NJ RA APPROVED 2009-10-30
  • DE RA
    APPROVED
    Since 2024-03-12
  • PA RA
    APPROVED
    Since 2011-10-18
  • NJ RA
    APPROVED
    Since 2009-10-30

Branch Locations

125 Gaither Drive Suite C, Mount Laurel, NJ 08054 • United States

125 Gaither Drive Suite C, Mount Laurel, NJ 08054-1706 • USA

Disclosures

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.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pts Brokerage, Llc Mt Laurel NJ 08/2009 Present
Professional Training Services Mt Laurel NJ 06/2001 06/2021
Pts Tax Advisors Mt Laurel NJ 11/2010 Present
Coda Philadelphia PA 03/2012 04/2018
Noto Philadelphia PA 05/2018 06/2021
Jeremy Schank Insurance Sales Mount Laurel NJ 10/2020 Present
Jeremy Schank Mount Laurel NJ 07/2021 Present
Jeremy J Schank Mount Laurel NJ 11/2025 Present
  • 08/2009 → Present
    Pts Brokerage, Llc
    Mt Laurel, NJ
  • 06/2001 → 06/2021
    Professional Training Services
    Mt Laurel, NJ
  • 11/2010 → Present
    Pts Tax Advisors
    Mt Laurel, NJ
  • 03/2012 → 04/2018
    Coda
    Philadelphia, PA
  • 05/2018 → 06/2021
    Noto
    Philadelphia, PA
  • 10/2020 → Present
    Jeremy Schank Insurance Sales
    Mount Laurel, NJ
  • 07/2021 → Present
    Jeremy Schank
    Mount Laurel, NJ
  • 11/2025 → Present
    Jeremy J Schank
    Mount Laurel, NJ
Other Businesses

1. PTS TAX ADVISORS - 125C GAITHER DR. MT LAUREL NJ 08055.NATURE OF BUSINESS: TAX SERVICES AND PREPARATION. POSITION: MEMBER. DUTIES: TAX PREP. STARTED: 11/8/10. HRS/MTH: JAN-APR(80) MAY-DEC (10). NOT INVESTMENT RELATED. 2. Jeremy Schank Insurance Sales: 1 Devonshire Court, Mount Laurel, NJ 08054 / Not Investment Related / started 10/12/2020 / Position: Owner / Duties: Insurance Sales (non-variable) / Hrs/mo: 5 & 0 during trading 3. Jeremy Schank: 1 Devonshire Court, Mount Laurel, NJ 08054 / Not Investment Related / started 07/2021 / Position: Owner / Duties: Crypto Mining / Hrs/mo: 1 & 0 during trading 4. Jeremy Schank: 1 Devonshire Court, Mount Laurel, NJ 08054 / Not Investment Related / started 11/2025 / Position: Owner / Duties: Jiu-Jitsu Instructor / Hrs/mo: 10 & 0 during trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-10-27
  • S66 Uniform Combined State Law Examination
    2009-10-27
Other Names
  • Jeremy J Schank

View on SEC IAPD

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