Best Investors
Account
Sign in
Best Investors
Account
Sign in
Woloshin Investment Management, LLC CRD 132346
$180M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
40 North Main Street, Medford, NJ 08055 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2004-08-26 |
Branch Locations
3 disclosure categories 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 |
|---|---|---|---|---|
| Woloshin Investment Management, Llc | Medford | NJ | 04/2004 | Present |
(1)ADVANCED EDUCATIONAL SERVICES, 40 North Main Street, Medford, NJ 08055 POSITION IS DIRECTOR. START DATE 1998. (3)LIFE INSURANCE SALES , 40 NORTH MAIN STREET, MEDFORD, NJ 08055. SALESMAN, PRODUCER WITH Health LIFE INSURANCE POLICIES, TERM AND LIFE SINCE 11/01/2005; 2-4 HOURS/ WEEK DURING TRADING HOURS American Fiduciary Services, Member 40 North Main St, Medford, NJ 08055 Trustee Services for Deferred Sales Trusts. 5-7 hours per week during and outside business hours combined.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-12-18 |
| S63 | Uniform Securities Agent State Law Examination | 1982-01-07 |
Reach out to this advisor