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359 West 26Th Street, Erie, PA 16508 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-11-12 |
| PA | RA | APPROVED | 2012-12-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Presogna And Company | Erie | PA | 09/1990 | Present |
| I.M.S Wealth Management, Llc | Erie | PA | 12/2012 | Present |
Jeffrey Presogna is the owner of Presogna and Company, P.C., 359 West 26th Street, Erie, PA 16508, Non-Investment Related, CPA Firm President; Began 10/84, Devote approximately 120 hours per month to business activities, approximately 4 hours per day during trading hours, Business Consulting, Tax Preparation and Mergers & Acquisitions Consulting. Jeffrey Presogna is the owner and manager of residential and commercial rental property located at 359 West 26th Street, Erie, PA, Non-Investment Related, Devote approximately 1 hour per month to business activities, 0 hours per day during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-05-10 |
| S63 | Uniform Securities Agent State Law Examination | 2002-03-01 |
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