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Anita Thorne Conner

Anita T. Conner

Some features on this profile are disabled
CRD#: 4275249
Anita Thorne Conner

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Anita Thorne Conner, CFP® was a registered financial professional .

Anita is a previously registered financial professional and started their career in finance in 2002. Anita had worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

Other business activities

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. THE TAX DIVAS. FICTITIOUS NAME. TAX PREP & ACCOUNTING SERVICES. OWNER. DEVOTE >60%. FINANCIAL INTEREST $228,000. OWN 100%.CARRY SEPARATE E & O INS. ESTABLISHED 12/05/2008. 2.TRUSTEE FOR BROTHERS TRUST. MY BROTHER PASSED AWAY AND I AM THE TRUSTEE FOR HIS CHILDREN'S TRUST. MANAGE ASSETS, MAKE DISTRIBUTIONS IN ACCORDANCE WITH THE TERMS OF THE TRUST. DEVOTE 1 TO 20%. ESTABLISHED 08/25/2017. 3.CONNER FINANCIAL, INC.(DBA ). CORPORATION. INVESTMENT ADVISOR, FINANCIAL SERVICES, MANAGE ALL BUSINESS ACTIVITIES. DEVOTE 21 TO 40%. ANNUAL INCOME 1 TO 20%. RECEIVE CONSULTING FEES. INCORPORATED & ESTABLISHED 05/16/2000. 4.ANITA CONNER ASSOCIATES, CPA FIRM. CORP.TAX PREP/ACCOUNTING.OWNER. ACCOUNTING & TAX SERVICES TO INDIVIDUAL, BUSINESS, MANAGE STAFF. DEVOTE >60%. ANNUAL INCOME >60%. FINANCIAL INTEREST $228,000. OWN OVER 60% STOCK. ESTABLISHED 10/01/1987. CARRY SEPARATE E&O INS. 5. G.E.T FINANCIAL EDUCATION CENTER. NON PROFIT. PLANNING AND EXECUTING EDUCATIONAL EVENTS RELATED TO FINANCIAL LITERACY. MY ROLE DOES NOT INVOLVE HANDLING FINANCES. DEVOTE 1 TO 20%. NO INCOME. ESTABLISHED 07/01/2000. 6.LANDLORD. SOLE PROPRIETOR. OWN 100%. IN 04/30/2015 PURCHASED A BUILDING , OWN & OCCUPY. COLLECT RENT FROM TENANTS MAINTAIN PROPERTY. DEVOTE 1 TO 20%. ANNUAL INCOME 1 TO 20%. 7. PRAISE IS THE CURE, INC. DIRECTOR. CORPORATION. NON PROFIT.PLANNING AND EXECUTING PROGRAMS RELATED TO BREAST CANCER AWARENESS, INTERVENTION, & PREVENTION. MY ROLE DOES NOT INVOLVE HANDLING FINANCES. DEVOTE 1 TO 20%,NO INCOME. ESTABLISHED 11/01/2005. 8. THE ANITA T CONNER FINANCIAL GROUP. FICTITIOUS NAME.INSURANCE SALES. OWNER. DEVOTE 21 TO 40%. ANNUAL INCOME 21 TO 40%. ESTABLISHED 01/18/2018.

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2011

Experience

Past

July 30, 2020 - December 31, 2023

IC ADVISORY SERVICES, INC.

RIA
CRD#: 140190
JENKINTOWN, PA
Past

July 30, 2020 - December 31, 2023

THE INVESTMENT CENTER, INC.

BD
CRD#: 17839
JENKINTOWN, PA
Past

February 12, 2010 - July 31, 2020

GROVE POINT INVESTMENTS, LLC

RIA
CRD#: 1763
Jenkintown, PA
Past

February 12, 2010 - July 31, 2020

GROVE POINT INVESTMENTS, LLC

BD
CRD#: 1763
Jenkintown, PA
Past

March 6, 2009 - February 12, 2010

KESTRA INVESTMENT SERVICES, LLC

RIA
CRD#: 42046
ELKINS PARK, PA
Past

February 11, 2005 - February 12, 2010

KESTRA INVESTMENT SERVICES, LLC

BD
CRD#: 42046
ELKINS PARK, PA
Past

October 23, 2002 - January 14, 2005

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
SPRINGFIELD, MA

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/18/2002
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/22/2002
General Securities Representative Examination

Current Firm

IA
IC ADVISORY SERVICES, INC.
IC ADVISORY SERVICES, INC.

CRD#: 140190 / SEC#: 801-66512

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Contact information

Main Address
1420 Route 206 North Suite 210, Bedminster, NJ 07921
Mailing Address
1420 Route 206 North, Suite 210 P.o. Box 770, Bedminster, NJ 07921
Phone number
(908) 707-4422
Established
Firm type
Fiscal year end
# of Employees
220

Documents

Latest Form ADV

Part 2 Brochures

WRAP FEE BROCHURE (3/30/2025)
FORM ADV PART 2A (3/30/2025)

Regulatory assets under management

Total Number of Accounts5,528
AUM (Assets Under Management)$ 2,056,415,877

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
12/02/2024
Cover Page
Report
02/15/2024
Cover Page
Report
01/10/2023
Cover Page
Report

Red Flags

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.

Company Information

IC ADVISORY SERVICES, INC.

CRD#: 140190

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