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152 Himmelein Road, Suite 700, Medford, NJ 08055 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-06-06 |
Branch Locations
152 Himmelein Road, Suite 700, Medford, NJ 08055 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Voorhees | NJ | 08/2016 | 10/2016 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Mount Laurel | NJ | 10/2016 | 05/2018 |
| Bank Of America, N.A. | Mount Laurel | NJ | 05/2017 | 05/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Egg Harbor Township | NJ | 07/2018 | 05/2025 |
| Bank Of America N.A. | Egg Harbor Township | NJ | 03/2023 | 05/2025 |
| Family Wealth Partners, Llc | Medford | NJ | 05/2025 | Present |
I*: 2190280 Entity Type: Rental Property Name of OBA: Rental Property 1 Address: Haddon Township, NJ 08108 Investment Related: No Position, Title, Association: Co-owner with other family members Employee Start Date: 02/08/2025 Number of Hours: 10hrs annually Number of Hours during trading: 0 Duties: Co-owner with other family members of rental property
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-04-13 |
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