Charles Joseph Minnich

Current Employers

Employment History

• 10/1993 → Present
  Foundation Capital Management, Inc
  Norristown, PA
• 01/2007 → 09/2020
  Securities Service Network, Inc.
  Norristown, PA
• 11/2019 → 10/2020
  The Marshall Financial Group Llc
  Hunt Valley, MD
• 09/2020 → 06/2024
  Securities America, Inc.
  Norristown, PA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Norristown, PA

Previous Registrations

• 2019-11-18 → 2020-10-09
  The Marshall Financial Group Llc
  Hunt Valley, MD
• 2007-01-26 → 2007-02-14
  Ssn Advisory, Inc.
  Norristown, PA
• 1999-12-14 → 2007-01-11
  Securities America Advisors, Inc.
  Norristown, PA

Other Businesses

1. FOUNDATION CAPITAL MANAGEMENT, LLC POSITION: Investment Advisor Representative NATURE: Registered Investment Advisor INVESTMENT RELATED: Yes NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 60 START DATE: 11/01/2006 ADDRESS: 2100 Swede Road, East Norriton PA 19401 DESCRIPTION: Manage money for clients. 2. CRUMP LIFE INSURANCE POSITION: Producer NATURE: Life Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 06/01/1990 ADDRESS: 4135 North Front Street, Harrisburg PA 17110 DESCRIPTION: Analyze insurance needs for clients and provide life insurance coverage. 3. DBA - Foundation Capital Management, LLC 4. ANCILLAE ASSUMPTA ACADEMY POSITION: Member of Board of Trustees NATURE: Member Board of Trustees INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2018 ADDRESS: 2025 Church Road, Wyncote PA 19095 DESCRIPTION: Provide guidance on enrollment and fundraising to private elementary school. 5. LASALLE COLLEGE HIGH SCHOOL POSITION: Member of committee NATURE: Member of the Investment Committee under the Board of Trustees. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/25/2023 ADDRESS: 8605 W Cheltenham Ave, Wyndmoor PA 19038 DESCRIPTION: Help determine and monitor investment policy for endowment fund. 6. LASALLE COLLEGE HIGH SCHOOL POSITION: Member of committee NATURE: Non-Profit Board of Directors. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/25/2023 ADDRESS: 8605 W Cheltenham Ave, Wyndmoor PA 19038, United States DESCRIPTION: Help maintain the mission of the school.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-11-12
• S63 Uniform Securities Agent State Law Examination
  1989-10-27

Other Names

• Chuck Minnich
• Charles J Minnich