Michael P Loftus

Current Employers

Employment History

• 02/2012 → 10/2019
  Cambridge Investment Research, Inc
  Fairfield, IA
• 10/2019 → 12/2021
  United Planners' Financial Services Of America A Limited Partner
  Scottsdale, AZ
• 01/2010 → Present
  Beach 2 Bay Insurance
  Millville, DE
• 01/2018 → Present
  Loftus Coaching & Consulting
  Millville, DE
• 06/2010 → Present
  Loftus Wealth Strategies, Llc
  Millville, DE
• 06/2009 → Present
  Loftus Wealth Strategies
  Bethany Beach, DE
• 11/2021 → Present
  Loftus Wealth Strategies
  Bethany Beach, DE

Previous Registrations

• 2019-10-30 → 2021-12-15
  United Planners' Financial Services Of America A Limited Partner
  Bethany Beach, DE
  Scottsdale, AZ
• 2012-02-07 → 2019-11-06
  Cambridge Investment Research Advisors, Inc.
  Millville, DE
• 2011-04-29 → 2012-02-09
  Osaic Wealth, Inc.
  King Of Prussia, PA
  Lewes, DE
  Millville, DE

Other Businesses

1) BEACH 2 BAY INSURANCE - OWNER/INSURANCE REP - NON-VARIABLE INSURANCE - MILLVILLE, DE - SINCE 01/2010 - INVESTMENT RELATED - As a part of of our process, we offer Life insurance and in some cases Life-Long Term care options to clients. 2) LOFTUS COACHING & CONSULTING - OWNER - TEACHING/COACHING - MILLVILLE, DE - SINCE 01/2018 - NOT INVESTMENT RELATED. I offer consulting and marketing services to their advisors, including social media, marketing and video advice.

Exams

• S66 Uniform Combined State Law Examination
  2011-04-27
• S63 Uniform Securities Agent State Law Examination
  1998-08-03

Other Names

• Mike Loftus
• Michael Patrick Loftus