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272 Ruth Road, Harleysville, PA 19438 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2017-09-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Whipple & Associates/Massmutual Life Insurance Company | Horsham | PA | 08/2004 | 09/2017 |
| Mml Investors Services, Inc. | Horsham | PA | 11/2004 | 09/2017 |
| Bernardo Wealth Planning Llc | Harleysville | PA | 09/2017 | Present |
(1)Name:Lacher & Associates, Whipple & Associates, inv rel:Y addr:632 E Broad St Souderton PA 18964, nature:life, health, position:sales, start:7/1/2012, no hr/mo:20 no hr/mo dur trading:20. (2)Name:Matt Rittenhouse, inv rel:Y addr:632 E Broad St Souderton PA 18964, nature:technical support & compliance support, position:independent contractor, start:11/1/2015, no hr/mo:20 no hr/mo dur trading:20.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-07-15 |
| S63 | Uniform Securities Agent State Law Examination | 2002-07-31 |
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