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1501 Lower State Road Building D, North Wales, PA 19454 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-01-10 |
| PA | RA | APPROVED | 2020-05-11 |
Branch Locations
1501 Lower State Road Building D, North Wales, PA 19454 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ptm Wealth Management | Chalfont | PA | 09/2011 | 04/2020 |
| Kestra Financial Services, Inc. | Austin | TX | 04/2016 | 06/2020 |
| Ptm Wealth Management, Llc | North Wales | PA | 04/2020 | Present |
1) Business Name: Songwriter Investment Related: No Address: 350 N Main Street Suite 101 Chalfont PA 18914 Nature of Business: Other Other/None of the Above Songwriting Position, Title or Relationship: writer Start Date: 3/1/1997 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: I write songs 2) Insurance Sales - Investment Related - 1501 Lower State RD, Building D, North Wales, PA 19454 - Insurance Professional - Approximately 35% of time per month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-02-05 |
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