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Inactive

Ismail Baram

Saxony Capital Management, LLC

Marlton, NJ

Saint Louis, MO

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Current Employers
Saxony Capital Management, Llc

11152 S Towne Square, Saint Louis, MO 63123 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-02-20
  • NJ RA
    APPROVED
    Since 2025-02-20

Branch Locations

901 Lincoln West Drive Suite 120, Marlton, NJ 08053 • United States

11152 S Towne Square, Saint Louis, MO 63123 • 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
Roman Catholic High School Philadelphia PA 09/2013 06/2017
Unemployed Philadelphia PA 06/2017 08/2017
Temple University Philadelphia PA 08/2017 05/2023
Destination Maternity Moorestown PA 06/2018 08/2018
University Of Pennsylvania Philadelphia PA 06/2019 08/2019
The Home Depot, Inc Philadelphia PA 02/2021 09/2021
Amazon Flex New Castle PA 09/2021 04/2024
Workplace Financial Advisors Marlton NJ 04/2024 Present
Saxony Capital Management St. Louis MO 02/2025 Present
  • 09/2013 → 06/2017
    Roman Catholic High School
    Philadelphia, PA
  • 06/2017 → 08/2017
    Unemployed
    Philadelphia, PA
  • 08/2017 → 05/2023
    Temple University
    Philadelphia, PA
  • 06/2018 → 08/2018
    Destination Maternity
    Moorestown, PA
  • 06/2019 → 08/2019
    University Of Pennsylvania
    Philadelphia, PA
  • 02/2021 → 09/2021
    The Home Depot, Inc
    Philadelphia, PA
  • 09/2021 → 04/2024
    Amazon Flex
    New Castle, PA
  • 04/2024 → Present
    Workplace Financial Advisors
    Marlton, NJ
  • 02/2025 → Present
    Saxony Capital Management
    St. Louis, MO
Other Businesses

1.) Workplace Financial Advisors- DBA for Investment Related Activity

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-12-20
  • S65 Uniform Investment Adviser Law Examination
    2024-12-20

View on SEC IAPD

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Other Offices

JANNEY MONTGOMERY SCOTT LLC · MARLTON, NJ
LINCOLN INVESTMENT · MARLTON, NJ
WELLS FARGO CLEARING SERVICES, LLC · MARLTON, NJ
CITIZENS SECURITIES, INC. · MARLTON, NJ
MORGAN STANLEY · Marlton, NJ
CHARLES SCHWAB & CO., INC. · Marlton, NJ
M FINANCIAL PLANNING SERVICES, INC · MARLTON, NJ
LPL FINANCIAL LLC · MARLTON, NJ

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