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212 West Route 38 Suite 106, Moorestown, NJ 08057 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-09-14 |
| NJ | RA | APPROVED | 2017-08-07 |
Branch Locations
212 West Route 38 Suite 106, Moorestown, NJ 08057 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc. | Cherry Hill | NJ | 05/2003 | Present |
| Securities America Advisors, Inc. | Cherry Hill | NJ | 06/2003 | Present |
| Money Management Financial Services | Cherry Hill | NJ | 05/2003 | Present |
| Money Management Financial Services Llc Dba Bluefin Financial | Moorestown | NJ | 07/2017 | Present |
REAL ESTATE FOR RENTAL INCOME RESIDENTIAL RENTAL PROPERTY RENTAL INCOME SELF AND SPOUSE 2 % TIME SPENT MONEY MANAGEMENT FINANCIAL SERVICES- INSURANCE SALES- PRESIDENT- INVESTMENT RELATED- START DATE: 3/1989 LOCATED AT 212 W ROUTE 38 STE 106; MOORESTOWN, NJ 08057 INVESTMENT ADVISORY - SECURITIES AMERICA ADVISORS - IAR- INVESTMENT RELATED- START DATE: 6/2003 LOCATED AT 212 W ROUTE 38 STE 106; MOORESTOWN, NJ 08057 DBA: Bluefin Financial MUNICIPAL COURT OF AUDUBON NEW JERSEY - COMMUNITY DISPUTE RESOLUTION COMMITTEE POSITION: sit on Mediation panel NATURE: I volunteer as Chairperson on the Municipal Court, Borough of Audubon, NN - Community Disputes Resolution Committee. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/19/2017 ADDRESS: 606 West Nicholson Road, Audubon NJ 08106, United States DESCRIPTION: I sit on a panel of court cases referred by the Municipal Judge where the parties agree to Mediation to resolve any dispute involving complaints filed if the parties agree to Mediation. A written agreement is signed by all parties if a settlement is reached otherwise the matter is referred back to the Municipal Court Judge.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-04-26 |
| S63 | Uniform Securities Agent State Law Examination | 1981-03-19 |
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