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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-10-21 |
| TX | RA | APPROVED | 2024-10-18 |
| PA | RA | APPROVED | 2024-07-26 |
Branch Locations
457 Haddonfield Road [Satellite], Cherry Hill, NJ 08002 • United States
3201 Enterprise Pkwy Suite 400 [Satellite], Beachwood, OH 44122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equipment Resource | Bordentown | NJ | 04/2014 | 08/2020 |
| Allstate | Wynnewood | PA | 10/2020 | 11/2023 |
| Price Financial Management | West Berlin | NJ | 11/2023 | 06/2024 |
| Concurrent Investment Advisors, Llc | West Berlin | NJ | 04/2024 | 06/2024 |
| Wells Fargo Advisors Financial Network, Llc | Cherry Hill | NJ | 06/2024 | Present |
Freelance article writing for a CBD company. Not investment-related. 140R S Front Street Philadelphia, PA 19106, Start Date 9/2023. Approx number of hours: 15/month, non during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-22 |
| S66 | Uniform Combined State Law Examination | 2024-04-17 |
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