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60 Public Square Suite 600, Wilkes-Barre, PA 18701 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2019-11-12 |
Branch Locations
60 Public Square Suite 600, Wilkes-Barre, PA 18701 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tcm Securities, Inc | Woodstock | GA | 08/2014 | 06/2019 |
| Triumph Wealth Advisors | Woodstock | GA | 08/2014 | 08/2019 |
| World Equity Group, Inc. | Arlington Heights | IL | 06/2019 | 08/2019 |
| Chancellor Financial Group Wb Lp | Wilkes-Barre | PA | 08/2019 | Present |
1) JEAN BAUN INSURANCE. NVESTMENT RELATED & Notary Services. 126 ANN ST. WEST PITTSTON, PA 18643 INSURANCE AGENCY. POSITION IS INSURANCE AGENT. STARTED 12/15/06. 40 HRS/MONTH, 0 DURING TRADING HRS. SELLING FIXED INSURANCE PRODUCTS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-07-09 |
| S66 | Uniform Combined State Law Examination | 2001-07-13 |
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