Michael Parise

Current Employers

Employment History

• 01/2010 → 10/2024
  American Portfolios
  Holbrook, NY
• 05/2017 → 01/2021
  Family Office Partners, Inc.
  Moorestown, NJ
• 07/2026 → Present
  Copper Beech Capital Llc
  Moorestown, NJ
• 02/2021 → Present
  Copper Beech Financial Group, Llc
  Moorestown, NJ
• 10/2024 → 08/2026
  Osaic Wealth, Inc.
  Moorestown, NJ

Previous Registrations

• 2024-10-11 → 2026-08-04
  Osaic Wealth, Inc.
  Moorestown, NJ
• 2011-01-04 → 2024-10-11
  American Portfolios Advisors, Inc
  Holbrook, NY
• 2017-06-08 → 2017-12-31
  Family Office Partners, Inc.
  Moorestown, NJ

Other Businesses

1. COPPER BEECH FINANCIAL GROUP, LLC. LIFE INSURANCE AGENT. START DATE 1/2011. 100% OWNERSHIP. 5 HOURS DEVOTED PER MONTH, 5 HOURS DURING MARKET HOURS. 2. Owner; Legal Services; Investment Related: No; Location: 3 Shawnee Ct., Medford, NJ 08055; Description of the business: Legal services; Start date with business: 2009-11-01; Hours devoted to business during trading hours: .5; Hours devoted to business outside trading hours: .5; Percentage of total yearly compensation expected to be derived from the business: 1;Registered Representative of a broker/dealer. Licensed life insurance and health insurance agent. Practicing attorney. 3. COPPER BEECH FINANCIAL GROUP, LLC POSITION: CCO NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 06/21/2021 ADDRESS: 1223 N. CHURCH ST., ., Moorestown NJ 08057, United States DESCRIPTION: RIA - Investment Advisory and Financial Planning. 4. MICHAEL PARISE, ESQ. POSITION: Owner NATURE: Legal Services INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2009 ADDRESS: 3 Shawnee Ct., Medford NJ 08055, United States DESCRIPTION: Licensed Attorney providing legal services to clients. Mainly drafting of estate documents. I have not undergone these activities in over 12 months and do not intend to provide them unless it is a special situation for family and friends that may need these services. I do not have a webpage or otherwise market these services. 5. MICHAEL PARISE - LICENSED LIFE AND HEALTH AGENT POSITION: Agent NATURE: sole proprietorship. INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 06/01/2010 ADDRESS: 1233 Church Street, Moorestown NJ 08057, United States DESCRIPTION: Licensed life and health insurance agent. Receives transaction based compensation for the sale of life and health insurance products to clients. 6. COPPER BEECH CAPITAL LLC BROKER DEALER CEO/CCO SINCE 07/2026 INVESTMENT RELATED

Exams

• S66 Uniform Combined State Law Examination
  2010-04-21

Other Names

• Michael Parise
• Michael John Parise