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Current Employers
Market Street Wealth Management

999 West Chester Pike Suite 202, West Chester, PA 19382 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2011-01-03
  • PA RA
    APPROVED
    Since 2011-01-03

Branch Locations

999 West Chester Pike Suite 202, West Chester, PA 19382 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 09/2010 → Present
    Market Street Tax And Insurance Services
    West Chester, PA
  • 01/2011 → Present
    Market Street Wealth Management, Llc
    West Chester, PA
  • 10/2010 → Present
    Usa Financial Securities, Inc
    Ada, MI
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-10-15
  • S66 Uniform Combined State Law Examination
    2010-10-15
Designations

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