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Riegelsville, PA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-05-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brokers International Financial Services | Bedminster | PA | 03/2013 | 01/2019 |
| Motiv8 Investments Llc | Bedminster | PA | 01/2019 | 12/2021 |
| Aequitas Equitas Wealth Management Llc | Riegelsville | PA | 01/2021 | Present |
Partial Owner (since 1997) of Advanced Paint Repair Systems, LLC, an Upper Black Eddy, PA based automotive refinishing business serving new car dealerships. Registrant's activities, which include various accounting and administrative tasks, generally represent less than 5 hours per month outside of regular market hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-02-24 |
| S63 | Uniform Securities Agent State Law Examination | 2003-12-29 |
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