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3803 West Chester Pike Suite 110, Newtown Square, PA 19073 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-09-26 |
| S63 | Uniform Securities Agent State Law Examination | 1984-05-11 |
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