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97 Lackawanna Avenue Suite 101, Totowa, NJ 07512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-09-15 |
| NJ | RA | APPROVED | 2018-09-10 |
Branch Locations
97 Lackawanna Avenue Suite 101, Totowa, NJ 07512 • 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 |
|---|---|---|---|---|
| Cfs Investment Advisory Services Llc | Totowa | NJ | 08/2018 | Present |
| Ef Legacy Securities, Llc | Henrico | VA | 04/2016 | 11/2017 |
| Edelman Financial Services, Llc | Fairfax | VA | 08/2009 | 11/2017 |
| Cfs Investment Advisory Services Llc | Totowa | NJ | 02/1995 | 08/2018 |
1.FRIENDS OF PENN SAILING, NOT INVESTMENT RELATED, START DATE: 09/2005, , OFFICER, 1 HOUR PER MONTH, NOT DURING TRADING HOURS, PHILADELPHIA, PA, OFFICER, ORGANIZATION RAISES FUNDS FOR PENN SAILING UNTIL THE TEAM ATTAINS VARSITY STATUS. THIS IS A VOLUNTEER POSITION. 2. LIFE INSURANCE, INVESTMENT RELATED, START DATE: 1981, 1 TO 2 HOURS A MONTH, DURING TRADING HOURS, THE OCCASIONAL SALE AND SERVICE OF LIFE INSURANCE PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-07-27 |
| S63 | Uniform Securities Agent State Law Examination | 1982-08-03 |
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