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100 Tournament Drive Suite 310, Horsham, PA 19044 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2017-11-07 |
Branch Locations
100 Tournament Drive Suite 310, Horsham, PA 19044 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group Inc. | Malvern | PA | 06/2005 | 09/2016 |
| Unemployed | North Wales | PA | 09/2016 | 10/2017 |
| Sharp Financial Services, Llc D/B/A The Sharp Financial Group | Horsham | PA | 11/2017 | 12/2019 |
| Purshe Kaplan Sterling Investments, Inc | Albany | NY | 11/2017 | 07/2022 |
| Sharp Wealth Advisory Dba The Sharp Financial Group | Horsham | PA | 12/2019 | Present |
| J Alden Associates, Inc. | Wayne | PA | 07/2022 | Present |
1. Sharp Wealth Advisory dba The Sharp Financial Group. Investment Related. 100 Tournament Drive, Suite 310, Horsham, PA 19044. Investment Advisory and Wealth Planning. Wealth Financial Advisor. Start 12/2019. 150 Hrs/Mo; 130 Hrs During Trading Hours. Client Relationship Managements, Wealth Planning, and Account Maintenance.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-04-01 |
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