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101A Foster Road, Moorestown, NJ 08057 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-04-09 |
| PA | RA | APPROVED | 2018-07-02 |
| NJ | RA | APPROVED | 2013-03-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Innovative Benefit Planning | Moorestown | NJ | 01/1989 | Present |
| Main Street Investment | Moorestown | NJ | 12/2007 | 03/2023 |
| Innovative Investment Fiduciaries, Llc | Moorestown | NJ | 03/2013 | Present |
LICENSED INSURANCE AGENT OFFERING NON-VARIABLE INSURANCE PRODUCTS/ INNOVATIVE BENEFIT PLANNING LLC 101A FOSTER ROAD MOORESTOWN, NJ 08057/ START DATE 1-1-1985/ 140 HOURS PER MONTH// INNOVATIVE PROPERTIES/ PART OWNER/ START DATE 5-1-1998/ 1 HOUR PER MONTH//
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-04-19 |
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