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Advisor at PINE VALLEY INVESTMENTS
MARLTON, NJ
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| PINE VALLEY INVESTMENTS | Independent wealth | Dec 19, 2023 | n/a | yes | MARLTON, NJ | Current employment |
| VALLEY WEALTH MANAGERS, INC. | Independent wealth | Feb 5, 2016 | Sep 20, 2022 | no | PARAMUS, NJ | Previous registration |
| GMP ASSET MANAGEMENT, LLC | n/a | Oct 21, 2002 | Jul 22, 2003 | no | BOONTON, NJ | Previous registration |
| NEW CENTURY ASSET MANAGEMENT, INC. | Former SEC adviser | Oct 21, 2002 | Feb 2, 2016 | no | WAYNE, NJ|WAYNE, NJ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| VALLEY WEALTH MANAGERS, INC. | PINE VALLEY INVESTMENTS | Sep 20, 2022 | Dec 19, 2023 | 455 | Firm change after gap | RIA to RIA |
| NEW CENTURY ASSET MANAGEMENT, INC. | VALLEY WEALTH MANAGERS, INC. | Feb 2, 2016 | Feb 5, 2016 | 3 | Firm change | Other |
| GMP ASSET MANAGEMENT, LLC | NEW CENTURY ASSET MANAGEMENT, INC. | Jul 22, 2003 | Oct 21, 2002 | -274 | Firm change after gap | Other |