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750 Route 73 South Suite 105B, Marlton, NJ 08053 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
525 Route 73 North Suite 218, Marlton, NJ 08053 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Planning Associates, Inc. | Marlton | NJ | 02/1991 | Present |
| Captive Planning Associates Llc | Marlton | NJ | 05/2007 | Present |
| Fsc Securities Corp | Marlton | NJ | 08/2010 | 05/2018 |
1) INVESTMENT ADVISORY SERVICES OFFERED THROUGH CAPITAL PLANNING ASSOCIATES, INCORPORATED (A NEW JERSEY-REGISTERED INVESTMENT ADVISER) AS AN INVESTMENT ADVISER REPRESENTATIVE; 525 ROUTE 73 NORTH, STE 218 MARLTON, NJ, 08053 2) INSURANCE PRODUCTS OFFERED AS AN INDEPENDENT INSURANCE AGENT; 3) CAPTIVE PLANNING ASSOCIATES, LLC, PRESIDENT, CEO, FIVE GREENTREE CENTRE, 525 RT 73 NORTH SUITE 218 MARLTON NJ 08053, 01/2007-PRESENT, 35 HRS/WK (35 HRS DURING SECURITIES TRADING HRS), NOT INVESTMENT RELATED 4) CAPTIVE PLANNING RESOUCES, LLC (CPR) CPR OWNS: ALLEGIANCE ASSURANCE LLC AND OMNI INS CO, YES, 1925 LOVERING AVE., WILMINGTON, DE 19806, CORP-LLC, PARTNER, 2010/2011, 3HRS/MONTH DURING SECURITIES TRADING HRS, 3HRS DT, MANAGERIAL NOT INVESTMENT RELATED. 5) JPAT TEANECK, LLC POSITION: Member Manager NATURE: LLC - Partnership INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/12/2014 ADDRESS: Five Greentree Centre, 525 Rt 73 No., Ste 218, Marlton NJ 08053, United States DESCRIPTION: N/A
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-09-16 |
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