John Parise

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Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

41 years registered in the securities industry

Current & Past Employments

Current

COPPER BEECH FINANCIAL GROUP, LLCCurrent·CRD# 313156

RIA

1223 N. Church Street, Moorestown, NJ 08057

August 12, 2021 - Present

COPPER BEECH CAPITAL LLCCurrent·CRD# 334108

BD

1. 1223 N Church Street, Moorestown, NJ 080572. 1223 N Church St, Moorestown, NJ 08057

July 22, 2026 - Present

Past

OSAIC WEALTH, INC.Past·CRD# 23131

RIA

Moorestown, NJ

October 11, 2024 - August 4, 2026

OSAIC WEALTH, INC.Past·CRD# 23131

BD

Moorestown, NJ

October 11, 2024 - August 4, 2026

AMERICAN PORTFOLIOS ADVISORS, INCPast·CRD# 112697

RIA

Holbrook, NY

December 4, 2009 - October 12, 2024

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.Past·CRD# 18487

BD

Moorestown, NJ

November 18, 2009 - October 11, 2024

FAMILY OFFICE PARTNERS, INC.Past·CRD# 285939

RIA

Moorestown, NJ

June 14, 2017 - December 31, 2017

COPPER BEECH WEALTH MANAGEMENTPast·CRD# 151476

RIA

Marlton, NJ

December 16, 2009 - December 3, 2010

OSAIC FA, INC.Past·CRD# 3978

RIA

Cherry Hill, NJ

January 10, 2006 - November 10, 2009

OSAIC FA, INC.Past·CRD# 3978

BD

Cherry Hill, NJ

June 1, 1998 - November 10, 2009

THE LINCOLN NATIONAL LIFE INSURANCE COMPANYPast·CRD# 2580

BD

Fort Wayne, IN

August 30, 2001 - April 5, 2006

OSAIC FA, INC.Past·CRD# 3978

RIA

Cherry Hill, NJ

May 10, 2004 - December 31, 2005

LINCOLN FINANCIAL DISTRIBUTORS, INC.Past·CRD# 145

BD

Radnor, PA

October 29, 1985 - June 1, 1998

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Current Firm

CB

COPPER BEECH FINANCIAL GROUP, LLC

COPPER BEECH FINANCIAL GROUP, LLC | VARIUM INVESTMENT PARTNERS

CRD#: 313156 / SEC#: 801-121409

RIA

Registered Investment Advisory firm - SEC (6/11/2021 Approved)

Contact Information

Main Address

1223 N. Church Street, Moorestown, NJ 08057

Phone Number

(856) 988-8300

# of Employees

9

SEC notice filing (9 States and Territories)

Registered to provide investment advisory services in 9 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A- COPPER BEECH FINANCIAL GROUP, LLC (3/12/2026)

Regulatory Assets Under Management

Total Number of Accounts

584

AUM (Assets Under Management)

$197,401,454

Accountant Surprise Examination Report

Filing Date	Form ADV-E Cover	Form ADV-E Report
04/16/2026	Cover Page	Report
03/10/2025	Cover Page	Report
09/29/2023	Cover Page	Report

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. OWNER/MANAGER R.E. MANAGEMENT CO: MIKALA REALTY GROUP. COMMERCIAL PROPERTY. NOT SECURITIES RELATED. START DATE 1997. 100% OWNER. 5 HOURS DEVOTED PER MONH, ZERO HOURS DURING MARKET HOURS. 2. COPPER BEECH RISK MANAGEMENT LIFE INSURANCE BUSINESS NON SECURITIES RELATED COMPENSATION 100K DEVOTES 20 HRS PER MONTH, 20 HRS PER MONTH DURING MARKET HRS. 09/19/11 3. LINCOLN FINANCIAL GROUP. OHIO NATIONAL AND PAC LIFE. FIXED LIFE INSURANCE. NOT SECURITIES RELATED. START DATE 1983. 10 HOURS DEVOTED PER MONTH, 10 HOURS DURING MARKET HOURS. 4. COPPER BEECH FINANCIAL GROUP, OUTSIDE RIA FINANCIAL PLANNING AND ADVISORY. INVESTMENT RELATED START DATE 06/21 OWNER COMPENSATION 56K CBFG 400K 152 HOURS PER MO DURING MARKET 5. COPPER BEECH RISK MGT POSITION: Life Agent NATURE: RISK MANAGEMENT LIFE INSURANCE BUSINESS INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2024 ADDRESS: 1223 N Church St, Moorestown NJ 08057, United States DESCRIPTION: Selling Life Insurance 6. COPPER BEECH FINANCIAL GROUP POSITION: IAR NATURE: OUTSIDE RIA FINANCIAL PLANNING AND ADVISORY INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 6 START DATE: 06/01/2021 ADDRESS: 1223 N Church Street, Moorestown NJ 08057, United States DESCRIPTION: Financial Planning 7. MIKALA REALTY GROUP POSITION: OWNER/MANAGER R. E. MANAGEMENT NATURE: COMMERCIAL PROPERTY INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1997 ADDRESS: 8 N. Broadway, Pitman NJ 08071, United States DESCRIPTION: manage the real estate prop.. 8.COPPER BEECH CAPITAL LLC BROKER DEALER OWNER/REGISTERED REPRESENTATIVE SINCE 07/2026 INVESTMENT RELATED

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CB

COPPER BEECH FINANCIAL GROUP, LLC

COPPER BEECH FINANCIAL GROUP, LLC | VARIUM INVESTMENT PARTNERS

CRD#: 313156 / SEC#: 801-121409

RIA

Registered Investment Advisory firm - SEC (6/11/2021 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

RR

indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.

RR

Arizona
(10/26/2026)

RR

California
(10/26/2026)

RR

Connecticut
(10/26/2026)

IAR

New Jersey
(8/12/2021)

RR

New Jersey
(9/4/2026)

RR

New York
(10/26/2026)

RR

Oklahoma
(10/26/2026)

RR

Pennsylvania
(10/26/2026)

RR

South Carolina
(10/26/2026)

RR

Wyoming
(10/26/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.