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999 West Chester Pike Suite 202, West Chester, PA 19382 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2011-01-03 |
Branch Locations
999 West Chester Pike Suite 202, West Chester, PA 19382 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Market Street Tax And Insurance Services | West Chester | PA | 09/2010 | Present |
| Market Street Wealth Management, Llc | West Chester | PA | 01/2011 | Present |
| Usa Financial Securities, Inc | Ada | MI | 10/2010 | Present |
1. MARKET STREET WEALTH MANAGEMENT, LLC - 999 WEST CHESTER PIKE, SUITE 202, WEST CHESTER, PA 19382. STARTED 01/01/2011, RIA. CIO. MANAGE CLIENT MONEY. INVESTMENT RELATED. 160 PER MONTH DEVOTED TO BUSINESS. 20 HOURS PER MONTH DEVOTED DURING SECURITIES TRADING HOURS. 2. MARKET STREET INSURANCE SERVICES, LLC - 999 WEST CHESTER PIKE, SUITE 202, WEST CHESTER, PA 19382. STARTED 09/01/2010. MEDICARE/MEDICAID SUPPLEMENT. PROVIDE CLIENT REFERRALS. NOT INVESTMENT RELATED. 1 HOURS PER MONTH DEVOTED TO BUSINESS. 0 HOURS PER MONTH DEVOTED DURING SECURITIES TRADING HOURS. 3. LEPPERT HOLT CONSULTING INC. - 999 WEST CHESTER PIKE, SUITE 202, WEST CHESTER, PA 19382. STARTED 07/01/2014, FINANCIAL PLANNING. SALES AND CLIENT RELATIONS. INVESTMENT RELATED. 1 HOUR PER MONTH DEVOTED TO BUSINESS. 1 HOUR PER MONTH DEVOTED DURING SECURITIES TRADING HOURS. 4. VOGT FINANCIAL INC. - 1567 DELONG DR. DOWNINGTOWN, PA 19335. STARTED 01/01/2016, OWNER & PRESIDENT. FINANCIAL PLANNING, AND INVESTMENT ADVICE. INVESTMENT RELATED. 1 HOUR PER MONTH DEVOTED TO BUSINESS. 1 HOUR PER MONTH DEVOTED DURING SECURITIES TRADING HOURS. 5. MARKET STREET TAX SERVICE - 999 WEST CHESTER PIKE, SUITE 202, WEST CHESTER, PA 19382. START DATE 02/01/2023. TAX PREPARATION, TAX PREPARER. NOT INVESTMENT RELATED. 10 HOURS PER MONTH DEVOTED TO BUSINESS. 2 HOURS DEVOTED DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-10-15 |
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