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Steven Alan Suib

Preservation Wealth Management

King Of Prussia, PA

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Current Employers
Preservation Wealth Management

630 Freedom Business Center Drive Third Floor, King Of Prussia, PA 19406 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2014-07-14
  • PA RA
    APPROVED
    Since 2014-07-14

Branch Locations

630 Freedom Business Center Drive Third Floor, King Of Prussia, PA 19406 • United States

Disclosures

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.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien Yes
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Steven Suib, Inc. Trevose PA 10/2000 Present
Steven Suib, Inc. King Of Prussia PA 07/2014 Present
  • 10/2000 → Present
    Steven Suib, Inc.
    Trevose, PA
  • 07/2014 → Present
    Steven Suib, Inc.
    King Of Prussia, PA
Previous Registrations
  • 2009-06-11 → 2010-01-05
    Kalos Management
    Ponte Vedra Beach, FL
  • 2008-07-09 → 2009-05-29
    Synergy Investment Group, Llc
    Trevose, PA
    Charlotte, NC
    Trevose, PA
  • 2006-05-10 → 2008-06-20
    Madison Avenue Advisors, Inc.
    Trevose, PA
  • 2005-06-07 → 2005-12-31
    Usa Financial Securities Llc
    Trevose, PA
Other Businesses

Preservation Wealth Management; King of Prussia, PA; Investment Related; Insurance Agent; Fixed Insurance Sales; Approximately 140 hours spent per month during securities trading hours; Started 10/2000.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-06-01
S63 Uniform Securities Agent State Law Examination 1998-07-20
  • S65 Uniform Investment Adviser Law Examination
    2013-06-01
  • S63 Uniform Securities Agent State Law Examination
    1998-07-20
Other Names
  • Steven Suib

View on SEC IAPD

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Other Offices

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JURA INVESTMENTS, LLC · KING OF PRUSSIA, PA
APOLLON FINANCIAL, LLC · King of Prussia, PA
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