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1909 Route 70 East Suite 100, Cherry Hill, NJ 08003 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2014-03-25 |
Branch Locations
1909 Marlton Pike East Suite 100, Cherry Hill, NJ 08003 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc. | Cherry Hill | NJ | 01/2014 | 06/2024 |
| Wealth Management Associates, Inc. | Cherry Hill | NJ | 01/2014 | Present |
| Osaic Wealth, Inc. | Cherry Hill | NJ | 06/2024 | Present |
DBA: WEALTH MANAGEMENT ASSOCIATES, INC. WEALTH MANAGEMENT ASSOCIATES, INC. POSITION: Investment Advisor Representative NATURE: Investment Advisory services INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 01/16/2014 ADDRESS: 1909 Route 70 East, Suite 100, Cherry Hill NJ 08003, United States DESCRIPTION: Financial advisor and asset management. REAGAN GOOLCHARAN POSITION: Insurance agent NATURE: INSURANCE SALES - AGENT - INVESTMENT RELATED - START DATE: 06/2012 - LOCATED AT 1909 ROUTE 70 EAST, STE 100, CHERRY HILL, NJ 08003 INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 06/01/2012 ADDRESS: 1909 Route 70, Suite 100, Cherry Hill NJ 08003, United States DESCRIPTION: Providing insurance products to clients upon request that may have investment sub accounts.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-03-19 |
| S63 | Uniform Securities Agent State Law Examination | 2013-09-03 |
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