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1909 Route 70 East Suite 100, Cherry Hill, NJ 08003 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-06-11 |
| NJ | RA | APPROVED | 2002-07-23 |
Branch Locations
1909 Route 70 East Suite 100, Cherry Hill, NJ 08003 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1983-05-19 |
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