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30 S. 17Th Street Ste 1620, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2018-10-01 |
Branch Locations
30 S. 17Th Street Ste 1620, Philadelphia, PA 19103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Marshall Financial Group, Inc. | Doylestown | PA | 05/2006 | 09/2018 |
| Rtd Financial Advisors | Philadelphia | PA | 09/2018 | Present |
1) FINANCIAL PLANNING ASSOCIATION PHILADELPHIA TRI STATE; INVESTMENT RELATED; PO BOX 38 FAIRLESS HILLS, PA 19030; POSITION: PRESIDENT SINCE 1/1/17; START DATE OF RELATIONSHIP: 5/22/07; 8 HOURS/MONTH, 4 HOURS PER MONTH DURING SECURITIES TRADING HOURS; CURRENTLY I CREATE AGENDAS AND PRESIDE OVER CHAPTER MEETINGS, OVERSEE WORK OF BOARD COMMITTEES AND THE PRESIDENT ELECT, WORK WITH CHAPTER EXECUTIVE DIRECTOR TO ASSURE SMOOTH CHAPTER OPERATIONS; WORK WITH CHAPTER EXECUTIVE DIRECTOR, TREASURER, AND COMMITTEE CHAIRS TO DEVELOP AN ANNUAL BUDGET, AND PROVIDE OVERALL LEADERSHIP TO ENABLE THE CHAPTER TO MEET ITS MISSION AND GOALS. 2) PROFESSIONAL COACHING; NOT INVESTMENT RELATED; 810 HUDSON DRIVE, YARDLEY, PA 19067; OWNER; SINCE 07/2016; 2 HRS/MO, 0/TRADE HRS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-06-19 |
| S63 | Uniform Securities Agent State Law Examination | 1998-03-20 |
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