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Bangor, PA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2006-10-19 |
Branch Locations
101 Lindenwood Drive, Suite 225, Malvern, PA 19355-1762 • United States
Bangor, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stoneridge Wealth Advisors, Llc | Malvern | PA | 02/2006 | Present |
| Cetera Advisors Llc | El Segundo | CA | 01/2013 | 09/2016 |
Jeff A. Thompson; the business is investment-related; 5 Great Valley Parkway, Suite 337, Malvern, PA 19355-1473; Jeff A. Thompson is an insurance producer; since 06/2006; Jeff devotes approximately one hour per month to his insurance-producer business, some of which might be during securities-trading hours; Jeff is authorized to solicit applications for annuity and life insurance contracts.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1991-08-19 |
| S63 | Uniform Securities Agent State Law Examination | 1991-06-25 |
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