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7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-06-04 |
| PA | RA | APPROVED | 2024-06-03 |
Branch Locations
7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
115 West Main Street 2Nd Floor, Ste. C, Trappe, PA 19426 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Remington And Vernick Engineers | Cherry Hill | NJ | 10/2023 | Present |
| Township Of Willingboro | Willingboro | NJ | 04/2003 | 04/2023 |
| Unemployed | Cream Ridge | NJ | 05/2023 | 09/2023 |
| United Planners Financial Services | Scottsdale | AZ | 06/2024 | Present |
| Remington And Vernick Engineers | Cherry Hill | NJ | 10/2023 | Present |
1.) CAPITAL LEGACY PARTNERS - BUSINESS DEVELOPMENT DIRECTOR - DBA NAME FOR MARKETING PURPOSES ONLY - TRAPPER, PA - SINCE 05/2026 - INVESTMENT RELATED 2.) REMINGTON AND VERNICK ENGINEERS - PROJECT MANAGER - PART ENGINEERING POSITION - CHERRY HILL, NJ - SINCE 10/2023 - NOT INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-07-07 |
| S65 | Uniform Investment Adviser Law Examination | 2022-09-26 |
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