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Blackwood, NJ • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-08-21 |
| NJ | RA | APPROVED | 2026-06-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Skeeters Pub | Blackwood | NJ | 05/2022 | 11/2023 |
| Bertucci's | Mt. Laurel | NJ | 09/2020 | 05/2022 |
| Recovery Sports Grill | Westampton | NJ | 11/2016 | 03/2020 |
| Chestnut Hill College | Philadelphia | PA | 08/2017 | 05/2021 |
| Lindenwold High School | Lindenwold | NJ | 09/2013 | 06/2017 |
| Trinity Wealth Securities Llc | Philadelphia | PA | 02/2023 | 03/2024 |
| Tristate Financial Advisors | Philadelphia | PA | 06/2022 | 03/2024 |
| Puff Wealth Management Llc | Haddonfield | NJ | 03/2024 | 12/2025 |
| Forged Path Wealth Advisors Llc | Blackwood | NJ | 11/2025 | Present |
- Name of other business: Brio Italian Grille - Investment-related: No - Address: 901 Haddonfield Rd, Cherry Hill Township, NJ 08002 - Nature of the other business: Restaurant - Position/title/duties: Bartender - Start date: 01/2026 - Approximate number of hours/month devoted to the other business: 80 - Number of hours devoted during securities trading hours: 0
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-02-04 |
| S65 | Uniform Investment Adviser Law Examination | 2022-06-07 |
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