John Parise

Current Employers

Employment History

• 11/2009 → 10/2024
  American Portfolios Financial Services, Inc,.
  Marlton, NJ
• 05/2017 → 06/2017
  Family Office Partners, Inc.
  Moorestown, NJ
• 07/2026 → Present
  Copper Beech Capital Llc
  Moorestown, NJ
• 02/2021 → Present
  Copper Beech Financial Group, Llc
  Moorestown, NJ
• 10/2024 → 08/2026
  Osaic Wealth, Inc.
  Moorestown, NJ

Previous Registrations

• 2024-10-11 → 2026-08-04
  Osaic Wealth, Inc.
  Moorestown, NJ
• 2009-12-04 → 2024-10-12
  American Portfolios Advisors, Inc
  Holbrook, NY
• 2017-06-14 → 2017-12-31
  Family Office Partners, Inc.
  Moorestown, NJ
• 2009-12-16 → 2010-12-03
  Copper Beech Wealth Management
  Marlton, NJ
• 2004-05-10 → 2009-11-10
  Osaic Fa, Inc.
  Cherry Hill, NJ
  Cherry Hill, NJ

Other Businesses

1. OWNER/MANAGER R.E. MANAGEMENT CO: MIKALA REALTY GROUP. COMMERCIAL PROPERTY. NOT SECURITIES RELATED. START DATE 1997. 100% OWNER. 5 HOURS DEVOTED PER MONH, ZERO HOURS DURING MARKET HOURS. 2. COPPER BEECH RISK MANAGEMENT LIFE INSURANCE BUSINESS NON SECURITIES RELATED COMPENSATION 100K DEVOTES 20 HRS PER MONTH, 20 HRS PER MONTH DURING MARKET HRS. 09/19/11 3. LINCOLN FINANCIAL GROUP. OHIO NATIONAL AND PAC LIFE. FIXED LIFE INSURANCE. NOT SECURITIES RELATED. START DATE 1983. 10 HOURS DEVOTED PER MONTH, 10 HOURS DURING MARKET HOURS. 4. COPPER BEECH FINANCIAL GROUP, OUTSIDE RIA FINANCIAL PLANNING AND ADVISORY. INVESTMENT RELATED START DATE 06/21 OWNER COMPENSATION 56K CBFG 400K 152 HOURS PER MO DURING MARKET 5. COPPER BEECH RISK MGT POSITION: Life Agent NATURE: RISK MANAGEMENT LIFE INSURANCE BUSINESS INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2024 ADDRESS: 1223 N Church St, Moorestown NJ 08057, United States DESCRIPTION: Selling Life Insurance 6. COPPER BEECH FINANCIAL GROUP POSITION: IAR NATURE: OUTSIDE RIA FINANCIAL PLANNING AND ADVISORY INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 6 START DATE: 06/01/2021 ADDRESS: 1223 N Church Street, Moorestown NJ 08057, United States DESCRIPTION: Financial Planning 7. MIKALA REALTY GROUP POSITION: OWNER/MANAGER R. E. MANAGEMENT NATURE: COMMERCIAL PROPERTY INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1997 ADDRESS: 8 N. Broadway, Pitman NJ 08071, United States DESCRIPTION: manage the real estate prop.. 8.COPPER BEECH CAPITAL LLC BROKER DEALER OWNER/REGISTERED REPRESENTATIVE SINCE 07/2026 INVESTMENT RELATED

Exams

• S63 Uniform Securities Agent State Law Examination
  1985-10-25

Other Names

• John J Parise
• John Joseph Parise