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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2018-05-31 |
Branch Locations
Suite 10201 10000 Sagemore Drive, Marlton, NJ 08053 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2018-05-31 |
Branch Locations
Suite 8301 8000 Sagmore Drive, Marlton, NJ 08053 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment | Fort Washington | PA | 08/2017 | Present |
| Rian Steinbiss, Aif | Marlton | NJ | 06/2017 | Present |
| Carolina Blue | Pitman | NJ | 01/2014 | Present |
| Student | Mantua | NJ | 01/2007 | 05/2017 |
NEXTGEN WEALTH PLANNING LLC POSITION: sole owner NATURE: Administrative, marketing, and operational support services for myself. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 04/24/2025 ADDRESS: 278 Iannelli Rd, Clarksboro NJ 08020, United States DESCRIPTION: My responsibilities include overseeing administrative operations, managing marketing efforts, handling payroll for part time employees, tracking business expenses, maintaining business records, and ensuring compliance with applicable employment and tax regulations. The LLC is strictly used for internal business management and does not engage in providing investment advice or securities sales.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-05-22 |
| S63 | Uniform Securities Agent State Law Examination | 2017-12-19 |
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