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Medford, NJ • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-12-12 |
| NJ | RA | APPROVED | 2022-09-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massey Morgan Wealth Management, Llc | Medford | NJ | 08/2022 | Present |
| Massey Morgan Financial Solutions, Llc | Medford | NJ | 03/2002 | Present |
| Tzm Management, Llc | Medford | NJ | 01/2011 | Present |
| Massey Morgan Wealth Management, Llc | Medford | NJ | 01/2012 | Present |
Massey Morgan Financial Solutions, LLC; Inv Related; Owner/Insurance Agent; insurance sales and services; Medford, NJ; start 03/2002; approximately 50% of time spent in this practice. TMZ Management, LLC, not Inv related; Owner; rental property; Medford, NJ; start 01/2011; minimal amount of time spent on this activity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-08-22 |
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