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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-06-10 |
Branch Locations
2119 Long Beach Blvd 2Nd Floor, Ship Bottom, NJ 08008 • United States
457 Haddonfield Rd Suite 220, Cherry Hill, NJ 08002 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Crosby Private Wealth Advisors | Ship-Bottom | NJ | 08/2022 | 12/2022 |
| Performance Golf Management And Consulting Llc | Atco | NJ | 06/2021 | 07/2022 |
| United Postal Service (Ups) | Lawnside | NJ | 12/2020 | 02/2021 |
| Sunlight Care | Mt. Laurel | NJ | 06/2020 | 08/2020 |
| Echelon Health And Fitness | Voorhees | NJ | 02/2019 | 12/2019 |
| Cookie Dough Bliss | Cherry Hill | NJ | 06/2018 | 08/2018 |
| Cherry Hill High School East | Cherry Hill | NJ | 08/2018 | 02/2019 |
| Wilkes University | Wilkes-Barre | PA | 12/2019 | 06/2020 |
| Wilkes University | Wilkes-Barre | PA | 08/2020 | 12/2020 |
| Wilkes University | Wilkes-Barre | NJ | 02/2021 | 06/2021 |
| Cherry Hill High School East | Cherry Hill | NJ | 09/2014 | 06/2018 |
| United Planners Financial Services | Scottsdale | AZ | 12/2022 | 07/2023 |
| Harding Loevner Lp | Bridgewater | NJ | 07/2023 | 03/2024 |
| Crosby Private Wealth Advisors | Cherry Hill | NJ | 04/2024 | Present |
| United Planners Financial Services | Scottsdale | AZ | 12/2024 | 06/2025 |
| Cetera Advisors Llc | St Cloud | MN | 06/2025 | Present |
| Cetera Investment Advisers | Schaumburg | IL | 06/2025 | Present |
1. NAME OF OTHER BUSINESS: CROSBY PRIVATE WEALTH ADVISORS; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 9/2025, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 15, APX NUMBER OF HOURS DURING TRADING HOURS: 3, BRIEF DESCRIPTION OF DUTIES: DBA FOR SALE & SERVICE OF FIXED INSURANCE;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-12 |
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