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Inactive

Philip Tompkins

Cra Financial Services, L.L.C.

Northfield, NJ

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Current Employers
Cra Financial Services, L.L.C.

332 Tilton Road, Northfield, NJ 08225 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2023-01-12
  • NJ RA
    APPROVED
    Since 2023-01-12

Branch Locations

332 Tilton Road, Northfield, NJ 08225 • 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
Middletown High School South Middletown NJ 09/2013 06/2017
Brookdale Community College Lincroft NJ 09/2017 05/2019
Stockton University Galloway NJ 09/2019 05/2021
Undici Taverna Rumson NJ 09/2017 10/2023
Cra Financial Llc Northfield NJ 07/2021 Present
  • 09/2013 → 06/2017
    Middletown High School South
    Middletown, NJ
  • 09/2017 → 05/2019
    Brookdale Community College
    Lincroft, NJ
  • 09/2019 → 05/2021
    Stockton University
    Galloway, NJ
  • 09/2017 → 10/2023
    Undici Taverna
    Rumson, NJ
  • 07/2021 → Present
    Cra Financial Llc
    Northfield, NJ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-11-20
  • S65 Uniform Investment Adviser Law Examination
    2021-11-20
Designations

View on SEC IAPD

Other Firms

BENJAMIN F. EDWARDS & COMPANY, INC.
EDWARD JONES
PROSPERA FINANCIAL SERVICES, INC.
UBS FINANCIAL SERVICES INC.
NORTHSTAR ADVISORY GROUP, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CONCURRENT INVESTMENT ADVISORS, LLC
TOEWS ASSET MANAGEMENT

Other Investors

THOMAS EDWARD REYNOLDS
MATTHEW JOHN REYNOLDS
JEFFREY WILBUR HILLIARD
ROBERT THOMAS MARTIN
GORDON SCHURCH SHEARER
JENNIFER MARIE COLON
DONNA SAVASTANI
Jarman Edward Reilly

Other Offices

BENJAMIN F. EDWARDS & COMPANY, INC. · NORTHFIELD, NJ
EDWARD JONES · NORTHFIELD, NJ
PROSPERA FINANCIAL SERVICES, INC. · Northfield, NJ
EDWARD JONES · Egg Harbor Township, NJ
UBS FINANCIAL SERVICES INC. · NORTHFIELD, NJ
NORTHSTAR ADVISORY GROUP, LLC · NORTHFIELD, NJ
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Northfield, NJ
CONCURRENT INVESTMENT ADVISORS, LLC · Northfield, NJ

More in Northfield, NJ

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