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Powell, OH • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-11-15 |
| PR | RA | APPROVED | 2024-04-09 |
| OH | RA | APPROVED | 2019-07-11 |
| TX | RA | APPROVED_RES | 2019-07-03 |
Branch Locations
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 |
|---|---|---|---|---|
| Concordia Wealth Planning, Llc | Powell | OH | 06/2019 | Present |
| Pinnacle Wealth Planning Services, Llc | Mansfield | OH | 08/2010 | 06/2019 |
| Concordia Puerto Rico, Llc | San Juan | PR | 02/2021 | Present |
Andrew Jonathan Silver is the CEO and CCO of Concordia Wealth Planning, LLC (CRD# 304639). Concordia Wealth Planning, LLC is 50% owner of Concordia Puerto Rico, LLC (CRD# 313627), therefore, the two firms are affiliates due to common control. Andrew Jonathan Silver is the CEO of the marketing company Andrew J Silver Consulting, LLC. His responsibility is to continue marketing of Wealth Planning Services for existing clients provided by Pinnacle Wealth Planning Services, Inc. as well as educating existing clients about their services. For his continued support helping these existing clients understand the services of Pinnacle and participating in the client servicing meetings, he receives an annual fee represented by 30% of revenues collected by Pinnacle from the serviced client.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-09-17 |
| S63 | Uniform Securities Agent State Law Examination | 2002-05-20 |
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