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Current Employers
Almanack Investment Partners

3803 West Chester Pike Suite 110, Newtown Square, PA 19073 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2026-04-30
  • NJ RA
    APPROVED
    Since 2026-04-30

Branch Locations

400 Stokes Road, Medford, NJ 08055 • United States

3803 West Chester Pike Suite 110, Newtown Square, PA 19073 • 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
Purshe Kaplan Sterling Investments Albany NY 09/2013 Present
Bridgers Wealth Management, Llc Moorestown NJ 11/2015 11/2018
Redwood Wealth Management Group Moorestown NJ 11/2018 08/2024
Redwood Wealth Management Group Medford NJ 08/2024 Present
Almanack Investment Partners, Llc Wayne PA 04/2026 Present
  • 09/2013 → Present
    Purshe Kaplan Sterling Investments
    Albany, NY
  • 11/2015 → 11/2018
    Bridgers Wealth Management, Llc
    Moorestown, NJ
  • 11/2018 → 08/2024
    Redwood Wealth Management Group
    Moorestown, NJ
  • 08/2024 → Present
    Redwood Wealth Management Group
    Medford, NJ
  • 04/2026 → Present
    Almanack Investment Partners, Llc
    Wayne, PA
Previous Registrations
  • 2015-12-04 → 2026-05-13
    Medford, NJ
    Medford, NJ
  • 2013-10-01 → 2015-12-22
    Lane Hipple - Wealth Management Group
    Moorestown, NJ
  • 2006-09-27 → 2013-09-27
    Vsr Financial Services, Inc.
    Overland Park, KS
    Moorestown, NJ
    Overland Park, KS
Other Businesses

1. Almanack Investment Partners, LLC D/B/A Redwood Wealth Management Group, LLC; Investment Related; 400 Stokes Rd. Medford, NJ 08055; Affiliated entity/brand associated with investment advisory services conducted through Almanack Investment Partners, LLC. Owner Since 12/2015; # of Hours per Month:<5, during trading hours; Maintains ownership of affiliated entity used as a marketing name; all advisory services conducted through Almanack. 2. PKS Investments - Broker Dealer. 80 State Street, Albany NY 12207. Registered Representative Since 09/2013. # of Hours per Month: <5, during Trading Hours. Registered representative responsible for effecting securities transactions and servicing client brokerage accounts. 3. Life Insurance. Not investment related. 400 Stokes Rd. Medford, NJ 08055. Licensed Insurance Agent Since 12/2003. # of Hours per Month: <5, during Trading Hours. Licensed insurance agent selling insurance products and servicing client policies.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-09-26
S63 Uniform Securities Agent State Law Examination 1984-05-11
  • S66 Uniform Combined State Law Examination
    2006-09-26
  • S63 Uniform Securities Agent State Law Examination
    1984-05-11

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