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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-11-08 |
| NJ | RA | APPROVED | 2023-09-07 |
Branch Locations
1415 Route 70 East Suite 503, Cherry Hill, NJ 08034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Advisor Networks | Marlton | NJ | 07/2017 | 09/2023 |
| Td Bank | Berlin | NJ | 08/2016 | 07/2017 |
| Schwartz Financial Associates | Marlton | NJ | 07/2017 | 09/2023 |
| Vicus Capital, Inc. | State College | PA | 04/2018 | 09/2023 |
| Equitable Advisors, Llc | New York | NY | 09/2023 | Present |
1) SOUTH JERSEY YOUNG PROFESSIONALS ASSOCIATION, 230 KINGS HIGHWAY EAST #255, HADDONFIELD, NJ 08033, VICE PRESIDENT, DUTIES: ESTABLISHING VISION, MISSION AND VALUES. SETTING STRATEGY AND STRUCTURE, START DATE: 9/11/23, 2 HRS PER MO; 2) SCHWARTZ FINANCIAL ASSOCIATES INC. 701 NJ-73 #6, MARLTON, NJ 08053, MANAGING PARTNER, DUTIES: GENERAL DUTIES TO CONTINUE BUSINESS, 9/11/23, 2 HRS PER MO, BANK ACCT: SCHWARTZ FINANCIAL ASSOCIATES, INC, NOT A SIGNATOR; 3) OUTSIDE INSURANCE BROKERAGE BUSINESS; 4) USING DKUKAINIS@SCHWARTZ-FINANCIAL.COM AND FFRPRO.COM
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-04-13 |
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