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Eastgate Business Center 125 C Gaither Dr, Mt. Laurel, NJ 08054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-05-01 |
| FL | RA | APPROVED | 2023-11-03 |
| PA | RA | APPROVED | 2019-07-25 |
| NJ | RA | APPROVED | 2010-05-14 |
Branch Locations
125 Gaither Drive Suite C, Mount Laurel, NJ 08054 • United States
125 Gaither Drive Suite C, Mount Laurel, NJ 08054-1706 • USA
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Professional Training Services | Mt Laurel | NJ | 06/2001 | 06/2021 |
| Pts Brokerage, Llc | Mt Laurel | NJ | 01/2009 | Present |
| Pts Tax Advisors | Mt Laurel | NJ | 11/2010 | Present |
| Brad W Schank | Mount Laurel | NJ | 08/2019 | Present |
1. PTS TAX ADVISORS, LLC- 125C GAITHER DR MT LAUREL, NJ 08054. NOT INVESTMENT RELATED. POSITION:MEMBER NATURE OF BUSINESS: TAX SERVICES AND PREPARATION. DUTIES: TAX PREP. STARTED 11/8/10. HRS/MTH: JAN-APR (80), MAY-DEC (10). 2. Brad W Schank - 4 Lavender Lane, Mount Laurel, NJ 08054-5721 / Not investment related / Position: Owner / Duties: Sale of Life/Health Insurance / Started: 08/30/19 / 5hr per month all during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-05-13 |
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