Thomas Vincent Marino

Current Employers

Employment History

• 11/2012 → 03/2019
  Questar Capital Corporation
  Minneapolis, MN
• 11/2012 → 03/2019
  Questar Asset Management
  Minneapolis, MN
• 03/2019 → Present
  Woodbury Financial Services, Inc.
  Cherry Hill, NJ
• 03/2019 → 01/2024
  Woodbury Financial Services, Inc.
  Cherry Hill, NJ
• 01/2024 → Present
  Osaic Wealth, Inc.
  Cherry Hill, NJ

Previous Registrations

• 2019-03-01 → 2024-01-19
  Woodbury Financial Services, Inc.
  Cherry Hill, NJ
• 2012-11-26 → 2019-03-01
  Questar Asset Management, Inc.
  Minneapolis, MN
  Cherry Hill, NJ
• 2006-05-09 → 2012-11-30
  Equitable Advisors, Llc
  Bethlehem, PA

Other Businesses

1. WOODBURY FINANCIAL SERVICES, INC. Position: Investment Advisor Representative | Advisory Services | Investment Related: Yes | Hrs: 100 | Sec Hrs: 100 | Start: 11/26/2012 Address: 1892 Greentree Rd Ste 1A, Cherry Hill, NJ 08003 Description: Provide investment advisory services. 2. ATRIUM FINANCIAL LLC Position: Insurance Agent | Sales & Service | Investment Related: Yes | Hrs: 80 | Sec Hrs: 80 | Start: 11/30/2012 Address: 1892 Greentree Rd Ste 1A, Cherry Hill, NJ 08003 Description: Solicits and services fixed annuity, life, health, disability, and LTC products. Submits applications and services existing policies. 3. APPALACHIAN MOUNTAIN CLUB STEERING COMMITTEE Position: Committee Member | Investment Related: No | Hrs: 10 | Sec Hrs: 0 | Start: 09/20/2011 Address: 10 City Square, Boston, MA 02129 Description: Plans and promotes the PA Highlands Trail network; attends meetings and works with local stakeholders. 4. RICHLAND TOWNSHIP PARK & REC Position: Chairperson | Municipal Board | Investment Related: No | Hrs: 10 | Sec Hrs: 0 | Start: 01/20/2007 Address: 1328 California Rd, Quakertown, PA 18951 Description: Promotes parks, trails, and community events. 5. KNIGHTS OF COLUMBUS Position: Recorder | Nonprofit Fraternal Org | Investment Related: No | Hrs: 10 | Sec Hrs: 0 | Start: 05/20/2006 Address: 1011 Anna Ln, Sellersville, PA 18951 Description: Attends meetings/events, fundraising, meeting minutes, and newsletter publication. 6. BUCKS COUNTY PARK & REC BOARD Position: Board Member | Investment Related: No | Hrs: 2 | Sec Hrs: 1 | Start: 09/09/2020 Address: 55 E Court St, Doylestown, PA 18901 Description: Makes recommendations to County Commissioners regarding public parks and recreation programs. 7. ATHLETIC BREWING AMBASSADOR Position: Ambassador | Investment Related: No | Hrs: 1 | Sec Hrs: 1 | Start: 11/01/2021 Address: 350 Long Beach Blvd, Stratford, CT 06615 Description: Brand ambassador through running and racing activities. May receive complimentary race entries and products. 8. ATRIUM FINANCIAL LLC Position: Insurance Agent | Investment Related: Yes | Hrs: 80 | Sec Hrs: 80 | Start: 11/30/2012 Address: 1892 Greentree Rd, Cherry Hill, NJ 08003 Description: Sells and services fixed annuity, life, health, disability, and LTC products. 9. EXECUTOR, ESTATE OF JEAN MARINO Position: Executor | Fiduciary Estate Administration | Investment Related: Yes | Hrs: 4 | Sec Hrs: 3 | Start: 06/05/2026 Address: 3195 Dovecote Dr, Quakertown, PA 18951 Description: Administers estate, secures and values assets, pays debts/taxes, manages accounts and property, coordinates beneficiary distributions, and fulfills fiduciary duties in accordance with probate requirements.

Exams

• S66 Uniform Combined State Law Examination
  2006-05-04