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James Vincent Hoffman

Beckerman Wealth

Ocean Grove, NJ

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Current Employers
Beckerman Wealth

77 Main Avenue Suite 1A, Ocean Grove, NJ 07756 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-04-09
NJ RA APPROVED 2022-11-04
  • TX RA
    APPROVED
    Since 2024-04-09
  • NJ RA
    APPROVED
    Since 2022-11-04

Branch Locations

77 Main Avenue Suite 1A, Ocean Grove, NJ 07756 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
International Planning Alliance Shrewsbury NJ 07/2021 08/2022
Student Ocean Twp NJ 09/2012 06/2021
Beckerman Institutional Ocean Grove NJ 09/2022 Present
  • 07/2021 → 08/2022
    International Planning Alliance
    Shrewsbury, NJ
  • 09/2012 → 06/2021
    Student
    Ocean Twp, NJ
  • 09/2022 → Present
    Beckerman Institutional
    Ocean Grove, NJ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-10-28
  • S65 Uniform Investment Adviser Law Examination
    2022-10-28

View on SEC IAPD

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Other Offices

INSPIRE ADVISORS, LLC · Ocean Grove, NJ
DTM ADVISORY GROUP LLC · NEPTUNE, NJ
ADES WEALTH MANAGEMENT INC. · ALLENHURST, NJ
PFS INVESTMENTS INC. · NEPTUNE CITY, NJ
BROOKSTONE WEALTH ADVISORS, LLC · Wanamassa, NJ
CETERA INVESTMENT ADVISERS LLC · OCEAN, NJ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · OCEAN, NJ
EQUITABLE ADVISORS, LLC · OCEAN, NJ

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