Debra Lynn Schatzki

Current Employers

Employment History

• 02/2013 → Present
  Bpp Wealth Solutions, Llc
  New York, NY
• 02/2015 → Present
  Mutual Securities, Inc.
  Camarillo, CA

Previous Registrations

• 2010-06-01 → 2013-06-13
  Comprehensive Capital Management, Inc.
  Totowa, NJ
• 2008-10-09 → 2010-12-31
  Mazars Wealth Advisors
  New York, NY

Other Businesses

1. BPP WEALTH SOLUTIONS, LLC., START DATE: 02/26/13, 25 Mountainview Blvd., Ste. 202A, Basking Ridge, NJ 07920, LLC, RIA, INVESTMENT RELATED, President, Financial Advisor to clients and manages company, Investment Related, 140 Hours per month, 7 Hours per day during trading hours. 2. BPP RISK SOLUTIONS, INC., S-CORP., START DATE: 01/01/15, 25 Mountainview Blvd., Ste. 202A, Basking Ridge, NJ 07920, S-Corp, Insurance Sales, President, Conduct LTC, Major Medical and Disability Insurance transactions, Not Investment Related, 20 hours per month, 1.5 Hours per day during trading hours. 3. SPRINGVIEW INVESTMENTS, LLC, START DATE: 03/01/15, 1448 EAST 26TH ST. BROOKLYN, NY 11210, REAL ESTATE INVESTMENT FUND, INVESTOR/MEMBER/OWNER, INVESTMENT RELATED, 20 HOURS PER MONTH, APPROX 1.5 HOURS PER DAY DURING TRADING HOURS. 4. Greater Middlesex/Somerset County Estate Planning Council, Inc. , Start Date: 9/15/2022, C/O Jayne C. Kredatus, CTFA, 16 Stapleton Court, Bridgewater, NJ 08807, Non-Profit, Board of Directors, Board President, Non-Profit, attend the quarterly board meetings/schedule meetings, Not Investment Related, 1 Hour per month, 0 Hours per day during trading hours. 5. Book - Chaos to Joy Published by BPP Wealth Solutions, LLC., Start Date: 10/2022, 25 Mountainview Blvd., Ste. 202A, Basking Ridge, NJ 07920, Book Royalties, Book Author, Book Promotion, Not Investment Related, 10 Hours per month, 1 Hour per day during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-11-29
• S63 Uniform Securities Agent State Law Examination
  1989-08-15

Designations

Other Names

• Debra Lynn Edelman
• Debra Lynn Franklin