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Michael Howard Sharp

Sharp Financial

Horsham, PA

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Current Employers
Sharp Financial

100 Tournament Drive Suite 310, Horsham, PA 19044 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-06-10
PA RA APPROVED 2017-11-06
  • TX RA
    APPROVED_RES
    Since 2024-06-10
  • PA RA
    APPROVED
    Since 2017-11-06

Branch Locations

100 Tournament Drive Suite 310, Horsham, PA 19044 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Sharp Account & Tax, Llc Horsham PA 01/1993 Present
H.D. Vest Investment Services Horsham PA 09/1997 11/2017
Sharp Financial Services, Llc Horsham PA 11/2017 12/2019
Purshe Kaplan Sterling Investments Albany NY 11/2017 03/2022
Sharp Wealth Advisory Dba The Sharp Financial Group Horsham PA 12/2019 03/2022
Ba Securities, Llc W. Conshohocken PA 04/2022 Present
  • 01/1993 → Present
    Sharp Account & Tax, Llc
    Horsham, PA
  • 09/1997 → 11/2017
    H.D. Vest Investment Services
    Horsham, PA
  • 11/2017 → 12/2019
    Sharp Financial Services, Llc
    Horsham, PA
  • 11/2017 → 03/2022
    Purshe Kaplan Sterling Investments
    Albany, NY
  • 12/2019 → 03/2022
    Sharp Wealth Advisory Dba The Sharp Financial Group
    Horsham, PA
  • 04/2022 → Present
    Ba Securities, Llc
    W. Conshohocken, PA
Previous Registrations
  • 2000-01-27 → 2017-12-31
    Avantax Advisory Services
    Horsham, PA
    Horsham, PA
Other Businesses

BLAKE FAMILY HOLDINGS, LLC 100 TOURNAMENT DRIVE, SUITE 310 HORSHAM, PA 19044 OWNER & MANAGING MEMBER/HOLDING COMPANY FOR BUSINESS INTEREST EFFECTIVE: 11/01/2013 4 HOURS PER MONTH/0 HOURS PER MONTH DURING MARKET HOURS DONALD V. SEKLOW IRREVOCABLE DEED OF TRUST 100 TOURNAMENT DRIVE, SUITE 310 HORSHAM, PA 19044 TRUSTEE EFFECTIVE: 08/01/2008 0 HOUR PER MONTH/0 HOURS PER MONTH DURING MARKET HOURS MASSMUTUAL 100 TOURNAMENT DRIVE, SUITE 310 HORSHAM, PA 19044 OWNER/INSURANCE AGENT EFFECTIVE: 11/01/2017 10 HOURS PER MONTH/10 HOURS PER MONTH DURING MARKET HOURS MICHAEL H. SHARP MANAGEMENT, PC 100 TOURNAMENT DRIVE, SUITE 310 HORSHAM, PA 19044 OWENR/FIRM MANAGEMENT EFFECTIVE: 03/01/2003 4 HOURS PER MONTH/0 HOURS PER MONTH DURING MARKET HOURS SFG MANAGEMENT, LLC 100 TOURNAMENT DRIVE, SUITE 310 HORSHAM, PA 19044 OWNER/MANAGEMENT COMPANY EFFECTIVE: 12/01/2019 4 HOURS PER MONTH/0 HOUR PER MONTHS DURING MARKET HOURS SFG, LLC 100 TOURNAMENT DRIVE, SUITE 310 HORSHAM, PA 19044 FOUNDER & CHAIRMAN/HOLDING COMPANY/MANAGEMENT, EXECUTIVE LEADERSHIP, FINANCE & ACCOUNTING EFFECTIVE: 01/01/2020 10 HOURS PER MONTH/10 HOURS PER MONTH DURING MARKET HOURS SHARP ACCOUNTING & TAX, LLC 100 TOURNAMENT DRIVE, SUITE 310 HORSHAM, PA 19044 OWNER & CPA/ACCOUNTING & TAX EFFECTIVE: 01/01/1993 80 HOURS PER MONTH/60 HOURS PER MONTH DURING MARKET HOURS SHARP CAPITAL ADVISORS, LLC 100 TOURNAMENT DRIVE, SUITE 310 HORSHAM, PA 19044 OWNER/BROKER DEALER BUSINESS/REGISTERED REPRESENTATIVE EFFECTIVE: 09/01/2021 20 HOURS PER MONTH/10 HOURS PER MONTH DURING MARKET HOURS SHARP WEALTH ADVISORY, LCC 100 TOURNAMENT DRIVE, SUITE 310 HORSHAM, PA 19044 OWNER & INVESTMENT ADVISOR/REGISTERED INVESTMENT ADVISOR EFFECTIVE: 12/01/2017 80 HOURS PER MONTH/60 HOURS PER MONTH DURING MARKET HOURS PHILLY REVOLUTION 100 TOURNAMENT DRIVE, SUITE 310 HORSHAM, PA 19044 OFFICER/AAU BASKETBALL TEAM EFFECTIVE: 02/27/2020 20 HOURS PER MONTH/10 HOURS PER MONTH DURING MARKET HOURS

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-10-12
S63 Uniform Securities Agent State Law Examination 1998-04-23
  • S65 Uniform Investment Adviser Law Examination
    1999-10-12
  • S63 Uniform Securities Agent State Law Examination
    1998-04-23
Other Names
  • Michael Howard Sharp

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