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51 Haddonfield Road Suite 210, Cherry Hill, NJ 08002 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-10-31 |
| VA | RA | APPROVED | 2023-02-08 |
| SC | RA | APPROVED | 2022-11-30 |
| GA | RA | APPROVED | 2022-06-29 |
| CO | RA | APPROVED | 2022-06-28 |
| PA | RA | APPROVED | 2020-02-11 |
| FL | RA | APPROVED | 2017-10-20 |
| DE | RA | APPROVED | 2017-03-13 |
| CA | RA | APPROVED | 2015-03-10 |
| NJ | RA | APPROVED | 2012-09-20 |
Branch Locations
51 Haddonfield Road Suite 210, Cherry Hill, NJ 08002 • UNITED STATES
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Max'S Cafe | Gloulester City | NJ | 06/2001 | Present |
| Bcg Securities, Inc | Cherry Hill | NJ | 03/2007 | Present |
| Horace Mann Companies | Springfield | IL | 01/2019 | Present |
| Bcg Securities, Inc. | Cherry Hill | NJ | 09/2012 | Present |
OWNER OF MAX'S CAFE IN GLOUCESTER CITY, NJ FROM 06/2001 TO PRESENT. I DEVOTE 5 TO 10 HOURS A WEEK TAKING INVENTORY, AND GENERAL MANAGEMENT DURING NON TRADING HOURS. CHUBBY'S: THIS IS POTENTIAL RESTAURANT. NO ACTIVITY OR REVENUE AS OF October 2015. AS OF JANUARY 2014, I AM THE PRESIDENT OF THE GLOUCESTER CITY BUSINESS ASSOCIATION. MEETINGS WILL BE HELD ONCE PER MONTH. NO INCOME WILL BE EARNED FROM THIS ROLE. Chairman of Hearth Community Fund as of October 2015. This is a non-profit organization and i will receive no compensation. I will spend about 10 hours per week. HEARTH COMMUNITY FUND POSITION: president NATURE: To help the low income community with donations. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/19/2015 ADDRESS: 239 Monmouth St., Gloucester Cty NJ 08030, United States DESCRIPTION: 501(c) for betterment of Gloucester City GLOUCESTER CITY BUSINESS ASSOC POSITION: Board Member NATURE: Business Development. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 02/01/1997 ADDRESS: 512 Monmouth St, Gloucester City NJ 08030, United States DESCRIPTION: Business Assoc. to help develop Businesses in Gloucester City,New Jersey. CHUBBYS 1 1/2 HEARTH POSITION: Partner NATURE: A full service restaurant. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2015 ADDRESS: 239 Monmouth St, Gloucester City NJ 08030, United States DESCRIPTION: A full service restaurant
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-09-13 |
| S63 | Uniform Securities Agent State Law Examination | 1984-04-24 |
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