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FOUNTAINHEAD RETIREMENT SERVICES

WARREN, NJ · CRD 305196 · IAPD ↗ · 732-346-1900

$0Regulatory AUM
4Advisory reps
4Employees
16Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

50
November 2024 — FOUNTAINHEAD RETIREMENT SERVICES (WARREN, NJ) left the SEC roster (was $0 RAUM, 4 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.