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10 E. Stow Rd. Suite 200, Marlton, NJ 08053 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2022-01-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities, Llc | Marlton | NJ | 04/2017 | Present |
| Full-Time Education | West Chester | PA | 08/2016 | 04/2017 |
| Unemployed | Marlton | NJ | 08/2016 | 07/2017 |
| The Prudential Insurance Company Of America | Marlton | NJ | 07/2017 | 05/2021 |
| Pine Valley Investments | Marlton | NJ | 04/2021 | Present |
| Pine Valley Investments | Cherry Hill | NJ | 04/2021 | Present |
1) Pine Valley Planning; Insurance; 09/08/2021; How many hours per week devoted to the OBA: 2; How many hours devoted to the OBA during the trading day: 2
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-02-19 |
| S63 | Uniform Securities Agent State Law Examination | 2017-08-17 |
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