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Advisor at ALMANACK INVESTMENT PARTNERS
Medford, NJ | NEWTOWN SQUARE, PA
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 |
|---|---|---|---|---|---|---|
| ALMANACK INVESTMENT PARTNERS | Independent wealth | Apr 30, 2026 | n/a | yes | Medford, NJ|NEWTOWN SQUARE, PA | Current employment |
| REDWOOD WEALTH MANAGEMENT GROUP, LLC | Independent wealth | Dec 4, 2015 | May 13, 2026 | no | MEDFORD, NJ|MEDFORD, NJ | Previous registration |
| LANE HIPPLE - WEALTH MANAGEMENT GROUP | Former SEC adviser | Oct 1, 2013 | Dec 22, 2015 | no | MOORESTOWN, NJ | Previous registration |
| VSR ADVISORY SERVICES | Former SEC adviser | Sep 27, 2006 | Sep 27, 2013 | no | OVERLAND PARK, KS|MOORESTOWN, NJ|OVERLAND PARK, KS | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| REDWOOD WEALTH MANAGEMENT GROUP, LLC | ALMANACK INVESTMENT PARTNERS | May 13, 2026 | Apr 30, 2026 | -13 | Firm change | RIA to RIA |
| LANE HIPPLE - WEALTH MANAGEMENT GROUP | REDWOOD WEALTH MANAGEMENT GROUP, LLC | Dec 22, 2015 | Dec 4, 2015 | -18 | Firm change | Other |
| VSR ADVISORY SERVICES | LANE HIPPLE - WEALTH MANAGEMENT GROUP | Sep 27, 2013 | Oct 1, 2013 | 4 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 281741:282428:NJ:2026-05-13 | May 13, 2026 | Apr 30, 2026 | MEDFORD, NJ | Firm change |
| 165321:281741:NJ:2015-12-22 | Dec 22, 2015 | Dec 4, 2015 | MOORESTOWN, NJ | Firm change |