Robert Walter Delambily

Current Employers

Employment History

• 04/1983 → Present
  Planned Financial Program Co.
  Collingswood, NJ
• 04/1983 → Present
  Self Employed
  Haddonfield, NJ
• 09/1993 → Present
  Minnesota Life
  St. Paul, MN
• 09/1993 → Present
  M&K Financial Services
  Huntingdon Valley, PA
• 08/2014 → Present
  Parkland Securities
  Ann Arbor, MI

Other Businesses

1. Officiate track & field and basketball. In addition to officiating, I teach officiating classes at The Track Officials Group, Evesham, NJ. Classes are 2 hrs/wk during January and February. Not investment related. 2. DBA - PLANNED FINANCIAL PROGRAMS, The Braddock Bldg, 205 Tuckerton Rd, Ste 202, Medford, NJ 08055; IVST RLTD; 3. INS BRKG-(ANNUITIES); 4. SALE OF VARIOUS INS PRODUCTS - BOTH GROUP AND INDIVIDUAL - SOLE PROPRIETOR; 5. Board Member/President of the Basketball Club of South Jersey, Cherry Hill, NJ. Start Date: 6/9/15, Approx. 2 hrs/mo, none during trading hrs. INV REL: N. Community service volunteer to help raise funds for scholarships & All Star Game. 6. PREPARATION OF PERSONAL INCOME TAX RETURNS, The Braddock Bldg, 205 Tuckerton Rd, Ste 202, Medford, NJ. START DATE: 7/15/15, HOURS WILL VARY BASED UPON TIME OF YEAR, NOT INVESTMENT RELATED. 7. Acting as Durable POA for my mother. Responsible for paying bills, making purchases and handling mother's affairs. Start date: 10/24/18. Amount of time will vary. Not investment related. 8. RERMD, LLC, Medford, NJ - Jointly owned with spouse. Purchasing residential properties to rehab, rent and/or sell. Start date: 3/26/19, approx. 2-10 hrs/mo with minimal time spent during mkt. hrs. Not investment related. 9. Board member - Tauton Trace HOA, Medford, NJ. General board duties addressing various community issues. Start date: 1/1/21, approx. 2-5 hrs/mo, none during mkt hrs. Not investment related. 10. Board member of Runnemede Industries Inc, which is a Section 509 (A) (3) Type 1 non-profit Supporting Organization of Bestwork Industries for the Blind Inc, Cherry Hill, NJ. This is a non-profit organization that provides jobs for visually impaired individuals. Start date: 11/15/17, approx. 2 hrs/mo, none during mkt hrs. Not investment related. 11. New Jersey Lions Club's District 16 Finance and Operations Chairperson. Duties include keeping District records up-to-date and provide reports to officers. No access to funds. Start date: 11/22/24, approx. 4 hrs/mo. Term runs to July 2025. INV REL: N

Exams

• S66 Uniform Combined State Law Examination
  2007-06-12
• S63 Uniform Securities Agent State Law Examination
  1987-03-09

Designations

Other Names

• Bob Delambily