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101A Foster Road, Moorestown, NJ 08057 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-11-18 |
| NJ | RA | APPROVED | 2019-04-03 |
| PA | RA | APPROVED | 2019-03-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Family Wealth Management | Marlton | NJ | 05/2017 | 08/2017 |
| Virgina Tech | Blacksburg | VA | 08/2016 | 05/2017 |
| Virginia Tech | Blacksburg | VA | 08/2017 | 12/2017 |
| Mutual Of Omaha | Marlton | NJ | 01/2018 | 04/2018 |
| Mutual Of Omaha Investor Services | Marlton | NJ | 03/2018 | 04/2018 |
| Valic Financial Advisors, Inc. | Berkeley Heights | NJ | 04/2018 | 03/2019 |
| Innovative Investment Fiduciaries, Llc | Moorestown | NJ | 03/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-06-01 |
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