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Inactive

Thomas Patrick Devine

Cypress Financial Planning

Haddon Heights, NJ

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Current Employers
Cypress Financial Planning

400 White Horse Pike, Haddon Heights, NJ 08035 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2024-09-03
TX RA APPROVED 2024-09-02
  • NJ RA
    APPROVED
    Since 2024-09-03
  • TX RA
    APPROVED
    Since 2024-09-02

Branch Locations

400 White Horse Pike, Haddon Heights, NJ 08035 • 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
Popsy Pop, Llc Philadelphia PA 07/2016 10/2017
Unemployed West Deptford NJ 11/2017 12/2017
Gnr Group Philadelphia PA 01/2018 03/2020
Unemployed Philadelphia PA 03/2020 07/2021
Ally Bank Fort Washington PA 08/2021 03/2024
Cypress Financial Planning, Llc Haddon Heights NJ 03/2024 Present
  • 07/2016 → 10/2017
    Popsy Pop, Llc
    Philadelphia, PA
  • 11/2017 → 12/2017
    Unemployed
    West Deptford, NJ
  • 01/2018 → 03/2020
    Gnr Group
    Philadelphia, PA
  • 03/2020 → 07/2021
    Unemployed
    Philadelphia, PA
  • 08/2021 → 03/2024
    Ally Bank
    Fort Washington, PA
  • 03/2024 → Present
    Cypress Financial Planning, Llc
    Haddon Heights, NJ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-31
  • S65 Uniform Investment Adviser Law Examination
    2024-08-31

View on SEC IAPD

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CETERA INVESTMENT ADVISERS LLC
BELPOINTE ASSET MANAGEMENT LLC
OSAIC WEALTH, INC.
THE AMERIFLEX GROUP
REGAL INVESTMENT ADVISORS LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
HADDON WEALTH MANAGEMENT, LLC

Other Investors

DAVID ALLEN ARMBRUSTER
JEFFREY RUSSELL JONES
KURT HERMAN RUOFF
BENJAMIN JARED PITTS
DONALD FREDERICK WEBB
Matthew Gaiser
JAMES LOUIS LOMBARDO
PAUL GREGORY PAKSTIS

Other Offices

WEBB FINANCIAL PLANNING LLC · HADDON HEIGHTS, NJ
CETERA INVESTMENT ADVISERS LLC · Haddon Heights, NJ
BELPOINTE ASSET MANAGEMENT LLC · HADDON HEIGHTS, NJ
BELPOINTE ASSET MANAGEMENT LLC · HADDON HEIGHTS, NJ
OSAIC WEALTH, INC. · Haddon Heights, NJ
THE AMERIFLEX GROUP · Haddon Heights, NJ
REGAL INVESTMENT ADVISORS LLC · Audubon, NJ
STIFEL, NICOLAUS & COMPANY, INCORPORATED · HADDONFIELD, NJ

More in Haddon Heights, NJ

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