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100 Tournament Drive Suite 310, Horsham, PA 19044 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-06-10 |
| PA | RA | APPROVED | 2017-11-06 |
Branch Locations
100 Tournament Drive Suite 310, Horsham, PA 19044 • 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 |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-10-12 |
| S63 | Uniform Securities Agent State Law Examination | 1998-04-23 |
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