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10 E. Stow Rd. Suite 200, Marlton, NJ 08053 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-26 |
Branch Locations
Boynton Beach, FL • United States
10 E. Stow Rd. Suite 200, Marlton, NJ 08053 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Boca Raton | FL | 03/2017 | 07/2021 |
| Us Professional Services | Boston | MA | 08/2016 | 02/2017 |
| Ae Wealth Management, Llc | Topeka | KS | 08/2021 | 03/2025 |
| Stuart Estate Planning Wealth Advisors | Coconut Creek | FL | 08/2021 | 03/2025 |
| Kirsner Wealth Management | Coconut Creek | FL | 03/2022 | 03/2025 |
| Retirement Capital Advisors, Llc | West Palm Beach | FL | 04/2025 | 01/2026 |
| Aegis Wealth Management, Inc. | Guthrie Center | IA | 02/2026 | 08/2026 |
| Transparent Financial Llc | Boynton Beach | FL | 01/2026 | 08/2026 |
| Fidelity Personal And Workplace Advisors | Boca Raton | FL | 02/2019 | 07/2021 |
| Pine Valley Investments Llc | Boynton Beach | FL | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-28 |
| S63 | Uniform Securities Agent State Law Examination | 2016-01-07 |
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