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118 Bridgeton Pike, Mullica Hill, NJ 08062 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-04-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Grimley Financial Group | Haddonfield | NJ | 08/2003 | 09/2016 |
| Raymond James Fiancial Services, Inc | West Deptford | NJ | 10/2016 | 05/2018 |
| Raymond James Financial Services, Inc | West Deptford | NJ | 05/2018 | 03/2023 |
| Raymond James Financial Services Advisors Inc. | West Deptford | NJ | 10/2018 | 03/2023 |
| Estate Of David B. Tapp Sr. | Merchantville | NJ | 04/2019 | 03/2020 |
| Eagle Wealth Strategies | West Deptford | NJ | 10/2016 | 05/2018 |
| Eagle Wealth Strategies Llc | West Deptford | NJ | 03/2023 | Present |
Individual Capacity - Not Investment Related - Private Residence - Executor on Estate - Start Date: 10/1/2024 - 2 hours per month all outside business hours - duties related to execution of will
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-08 |
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