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2650 Westview Drive, Wyomissing, PA 19610-1187 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-06-21 |
| PA | RA | APPROVED | 2002-09-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Walsky Investment Management, Inc. | Wyomissing | PA | 06/2000 | Present |
1: Youth Soccer Coach; Berks County, PA; Investment Related: No; Mr. Hafer spends 0 hours during trading hours on this activity and spends less than 10 hours a month on this activity outside of trading hours. . 2: Westview Productions; Morgantown, PA; Mr. Hafer is the owner of Westview Productions and conducts podcasts and publishes written content through Substack. This content discusses investment/financial related topics as well as other non-investment/financial related topics; Investment Related: Yes; Mr. Hafer spends 0 hours during trading hours on this activity and spends less than 10 hours a month on this activity outside of trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-08-12 |
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