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Jupiter, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-01-30 |
| DE | RA | APPROVED | 2026-01-27 |
Branch Locations
722 Yorklyn Road Suite 300, Hockessin, DE 19707 • United States
Jupiter, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodbury Financial Services, Inc | Woodbury | MN | 06/2010 | 01/2024 |
| Osaic Wealth, Inc. | Jersey City | NJ | 01/2024 | 01/2026 |
| Sherpa Capital Management | Jupiter | FL | 01/2026 | Present |
1)LARRY SPRINGER; INVT REL; 70 WEST RAILROAD AVENUE, JAMESBURG, NJ 08831; INSURANCE AND ANNUITIES SALES; FINANCIAL PLANNER; START 01/01/1979; 5 HRS/MTH; 5 HRS/MTH DURING TRADING; SELL FIXED INSURANCE AND ANNUITIES AS PART OF A HOLISTIC FINANICAL PLAN. 2)FAIRLEIGH DICKINSON UNIVERSITY; NONINVT REL; MORRISTOWN, NEW JERSEY; TEACHER FOR CFP CERTIFICATION; TEACHER; START 01/01/2005; 8 HRS/MTH, NONE DURING TRADING; ADJUNCT INSTRUCTOR FOR CFP PROGRAM. 3)LARRY SPRINGER; NONINVT REL; 147 AUSTIN AVENUE, OLD BRIDGE NJ 08857; MUSICIAN; MUSICIAN-BAND MEMBER; START 01/01/2000; 8 HRS/MTH, NONE DURING TRADING; MUSICIAN. 4)CENTRAL JERSEY COLLEGE SOLUTIONS LLC; NONINVT REL; 70 WEST RAILROAD AVENUE, JAMESBURG, NJ 08831; COLLEGE PLANNING; PART-OWNER; START 11/01/2011; ZERO HOURS DEVOTED; PART-OWNER, PARTNERS HANDLE ALL DUTIES RELATED TO THIS BUSINESS ACTIVITY. 5)LARRY SPRINGER POSITION: ADMIN BOARD CHAIRMAN NATURE: CHURCH INVESTMENT RELATED: NO NUMBER OF HOURS: 2 INVESTMENT RELATED HOURS: 0 START DATE: 10/01/2013 ADDRESS: 2095 RT. 516, OLD BRIDGE NJ 08856 DESCRIPTION: LEAD MEETING OF CHURCH MEMBERS 6) UM STEWARDSHIP FOUNDATION OF GREATER NEW JERSEY POSITION: Board of Trustees, President NATURE: Non-Profit organization INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 15 START DATE: 02/01/2024 ADDRESS: 205 Jumping Brook Rd., Neptune NJ 07753, United States DESCRIPTION: Serve as President of Board and assist the Director of the foundation as requested. Participate in board meetings on quarterly basis. Attend conference meetings with Director of foundation. General financial knowledge provided as a CFP Professional.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-07-07 |
| S63 | Uniform Securities Agent State Law Examination | 1996-08-07 |
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