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150 North Radnor Chester Road Suite F-200, Radnor, PA 19087 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-07-10 |
| NJ | RA | APPROVED | 2024-10-29 |
| PA | RA | APPROVED | 2022-02-11 |
Branch Locations
150 North Radnor Chester Road Suite F-200, Radnor, PA 19087 • United States
3 disclosure categories 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 |
|---|---|---|---|---|
| Self-Employed | Radnor | PA | 06/2002 | Present |
| Impact Partnership Wealth, Llc | Kennesaw | GA | 07/2021 | 07/2021 |
| Retire Ready Wealth Management | Radnor | PA | 12/2021 | Present |
1) INSURANCE SALES; INVESTMENT-RELATED; RADNOR, PA; INSURANCE AGENT; APPROXIMATELY 80 HRS/MO DURING TRADING HOURS; SALES OF VARIOUS INSURANCE PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-12-28 |
| S63 | Uniform Securities Agent State Law Examination | 1998-05-14 |
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