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Current Employers
Innovative Investment Fiduciaries, Llc

101A Foster Road, Moorestown, NJ 08057 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2020-11-18
NJ RA APPROVED 2019-04-03
PA RA APPROVED 2019-03-22
  • TX RA
    APPROVED_RES
    Since 2020-11-18
  • NJ RA
    APPROVED
    Since 2019-04-03
  • PA RA
    APPROVED
    Since 2019-03-22

Branch Locations

101A Foster Road, Moorestown, NJ 08057 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 05/2017 → 08/2017
    Family Wealth Management
    Marlton, NJ
  • 08/2016 → 05/2017
    Virgina Tech
    Blacksburg, VA
  • 08/2017 → 12/2017
    Virginia Tech
    Blacksburg, VA
  • 01/2018 → 04/2018
    Mutual Of Omaha
    Marlton, NJ
  • 03/2018 → 04/2018
    Mutual Of Omaha Investor Services
    Marlton, NJ
  • 04/2018 → 03/2019
    Berkeley Heights, NJ
  • 03/2019 → Present
    Moorestown, NJ
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-06-01
  • S66 Uniform Combined State Law Examination
    2018-06-01
Designations
Other Names
  • Andrew Forbes May

View on SEC IAPD

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