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Current Employers
Wealth Management Associates, Inc.

1909 Route 70 East Suite 100, Cherry Hill, NJ 08003 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-06-11
NJ RA APPROVED 2002-07-23
  • TX RA
    APPROVED_RES
    Since 2024-06-11
  • NJ RA
    APPROVED
    Since 2002-07-23

Branch Locations

1909 Route 70 East Suite 100, Cherry Hill, NJ 08003 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wealth Management Associates, Inc. Mt. Laurel NJ 06/2000 Present
David R Hess Cherry Hill NJ 04/2001 Present
Heckman & Laudeman, Llc Owrigsburg PA 04/2002 Present
Securities America, Inc. Cherry Hill NJ 06/2000 06/2024
First Presbyterian Church Moorestown NJ 06/2006 08/2018
Osaic Wealth, Inc. Cherry Hill NJ 06/2024 Present
  • 06/2000 → Present
    Mt. Laurel, NJ
  • 04/2001 → Present
    David R Hess
    Cherry Hill, NJ
  • 04/2002 → Present
    Heckman & Laudeman, Llc
    Owrigsburg, PA
  • 06/2000 → 06/2024
    Securities America, Inc.
    Cherry Hill, NJ
  • 06/2006 → 08/2018
    First Presbyterian Church
    Moorestown, NJ
  • 06/2024 → Present
    Osaic Wealth, Inc.
    Cherry Hill, NJ
Other Businesses

WEALTH MANAGEMENT ASSOCIATES INC POSITION: Managing Director NATURE: WEALTH MANAGEMENT ASSOCIATES INC RIA FIRM MANAGING DIRECTOR 80% TIME SPENT INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 6 START DATE: 06/01/2000 ADDRESS: 1909 Marlton Pike East, Suite 100, Cherry Hill NJ 08003, United States DESCRIPTION: RIA Money Management RYC FINANCE OVERSIGHT COMM POSITION: sub-committee member NATURE: Sub Committee member of a local Yacht Club INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/02/2016 ADDRESS: Bank Ave and main Street, Riverton NJ 08077, United States DESCRIPTION: We are a sub-committee overseeing the financial aspects of the Yacht Club. We handle no cash or monies. We will oversee the Treasurer to audit the books as a safeguard as will as offer investments suggestions for any excess capital. I receive no compensation for this volunteer work and will not be handling any investment accounts for the Club or executing any transactions. These will be handled upon the direction of the full Board of Directors by the acting Treasurer. DAVID R HESS POSITION: Sales NATURE: VA Insurance Sales and Fixed Annuity sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 06/05/2000 ADDRESS: 7 Burrell Lane, Cinnaminson NJ 08077, United States DBA: WEALTH MANAGEMENT ASSOCIATES, INC. DESCRIPTION: Offering of VA Annuities and or Fixed Annuities when suitable for the client.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1983-05-19
  • S63 Uniform Securities Agent State Law Examination
    1983-05-19

View on SEC IAPD

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