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1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-13 |
| TX | RA | APPROVED_RES | 2021-10-22 |
| PA | RA | APPROVED | 2013-10-23 |
Branch Locations
2142 Market Street Suite A-102, Camp Hill, PA 17011 • United States
3570 North George Street, York, PA 17402 • United States
550 Cleveland Avenue, Chambersburg, PA 17201 • 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 |
|---|---|---|---|---|
| Brookstone Wealth Advisors, Llc | Jenison | MI | 10/2013 | Present |
| Pennsylvania Wealth Management | Camp Hill | PA | 08/2014 | Present |
| Jason Bergey | Camp Hill | PA | 01/1997 | 12/2023 |
| Gf Management | Camp Hill | PA | 04/1993 | 12/2023 |
| Transition Wealth Management Llc | Harrisburg | PA | 05/2023 | Present |
| Impact Partnership Wealth, Llc | Marietta | GA | 01/2024 | Present |
1) PENNSYLVANIA WEALTH MANAGEMENT; YES INVESTMENT RELATED; 2142 MARKET ST, STE A102 ,CAMP HILL PA 17011; INSURANCE/FIXED ANNUITY SALES; OWNER/INSURANCE AGENT; 8/2014; 120 HRS/MO DEVOTED; 90 HRS/MO DEVOTED DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-06-12 |
| S63 | Uniform Securities Agent State Law Examination | 1997-01-13 |
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