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1909 Route 70 East Suite 100, Cherry Hill, NJ 08003 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2002-07-23 |
Branch Locations
1909 Route 70 East Suite 100, Cherry Hill, NJ 08003 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealth Management Associates, Inc. | Marlton | NJ | 02/1999 | Present |
| Wealth Management Associates, Inc. | Marlton | NJ | 09/1998 | Present |
| Securities America, Inc. | Cherry Hill | NJ | 05/2003 | 06/2024 |
| Everbank | Jacksonville | FL | 07/2006 | Present |
| Osaic Wealth, Inc. | Cherry Hill | NJ | 06/2024 | Present |
***WEALTH MANAGEMENT ASSOCIATES, INC. POSITION: Advisor, Manager NATURE: WEALTH MANAGEMENT ASSOCIATES INC. - INVESTMENT ADVISORY - IAR - INVESTMENT RELATED - START DATE: 2/1999 - 105 TIME SPENT - LOCATED AT 1909 MARLTON PIKE E STE 100, CHERRY HILL, NJ 08003-4501 INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 30 START DATE: 02/01/1999 ADDRESS: 1909 Route 70 E., Suite 100, Cherry Hill NJ 08003, United States DESCRIPTION: Independent RIA providing advisory services. ***JAMES B. JOHNSTON III POSITION: Sales NATURE: FIXED INSURANCE SALES - AGENT - INVESTMENT RELATED - START DATE: 9/1998 - LOCATED AT 1909 MARLTON PIKE E STE 100, CHERRY HILL, NJ 08003-4501 - 5% TIME SPENT INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/01/1998 ADDRESS: 1909 Route 70 E., Suite 100, Cherry Hill NJ 08003, United States DESCRIPTION: Occasional fixed insurance sales.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-05-23 |
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