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940 N. Industrial Dr., Elmhurst, IL 60126-1131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-10-15 |
| AZ | RA | APPROVED | 2021-08-27 |
| CA | RA | APPROVED | 2021-07-26 |
| IL | RA | APPROVED | 2021-07-26 |
| MO | RA | APPROVED | 2021-07-26 |
| SC | RA | APPROVED | 2021-07-26 |
| TX | RA | APPROVED | 2021-07-26 |
| NJ | RA | APPROVED | 2021-05-06 |
| PA | RA | APPROVED | 2021-05-04 |
Branch Locations
1000 Easton Road, Willow Grove, PA 19090 • United States
940 N. Industrial Dr., Elmhurst, IL 60126-1131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Retirement Planning Specialists, Inc. | Willow Grove | PA | 06/2011 | Present |
| Comprehensive Asset Management & Servicing, Inc. | Parsippany | NJ | 07/2012 | 05/2021 |
| Lasalle St Investment Advisors Llc | Elmhurst | IL | 05/2021 | Present |
(1) RETIREMENT PLANNING SPECIALISTS; RIA--INVESTMENT ADVISER; Willow Grove, PA; Duties: advise clients; Title: Investment Advisor; Start date: 07/2007; Time spent: 100%. (2) American Brokerage Services, Inc.; Glenside, PA; Service description: insurance brokerage firm for fixed and indexed annuities; Duties: use their services to occasionally secure fixed annuities; Title: Insurance Agent; Time spent: 10 hours/month; Start date: 7/2019.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-06-05 |
| S63 | Uniform Securities Agent State Law Examination | 2004-04-26 |
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