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11676 Perry Highway Suite 1207, Wexford, PA 15090 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-01-02 |
| RI | RA | APPROVED | 2019-01-28 |
Branch Locations
1680 Gar Hwy, Somerset, MA 02726 • United States
275 West Natick Road Suite 450, Warwick, RI 02886 • United States
11676 Perry Highway Suite 1207, Wexford, PA 15090 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment | Wyncote | PA | 05/2016 | 11/2017 |
| Independent Agent Dba Charter Financial Group | Warwick | RI | 07/2015 | Present |
| Questar Asset Management | Minneapolis | MN | 12/2017 | 01/2019 |
| Success Wealth Management, Llc | Wexford | PA | 01/2019 | Present |
| Capital Analysts | Warwick | RI | 11/2016 | 11/2017 |
INDEPENDENT AGENT DBA CHARTER FINANCIAL GROUP POSITION: District Vice President NATURE: Insurance DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 06/01/2018 ADDRESS: Warwick RI 02886, United States DESCRIPTION: Manage 15 agents
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-07-28 |
| S65 | Uniform Investment Adviser Law Examination | 2003-03-03 |
| S63 | Uniform Securities Agent State Law Examination | 2001-07-26 |
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