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King Of Prussia, PA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-12-19 |
| DE | RA | APPROVED | 2021-09-21 |
| NJ | RA | APPROVED | 2021-05-26 |
| PA | RA | APPROVED | 2021-05-17 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securian Financial Services, Inc | St Paul | MN | 06/2013 | 10/2017 |
| Lincoln Financial Advisors Corp | Berwyn | PA | 11/2017 | 09/2020 |
| Sowell Management | King Of Prussia | AR | 09/2020 | 07/2021 |
| Pegasus Management Services L.L.C. | King Of Prussia | PA | 04/2021 | Present |
| Pegasus Financial Planning | King Of Prussia | PA | 02/2013 | Present |
| Empower Mortgage Partners | King Of Prussia | PA | 10/2024 | Present |
1) Pegasus Financial Planning; King of Prussia, PA; Insurance; Investment Related; Title: Insurance Agent; Duties: Offering Health Insurance, disability insurance, fixed annuities, fixed indexed annuities, and traditional fixed life insurance; Start Date: 02/2013; Hours per Month:10; Hours per Month during trading hours: 2 ( 2)Empower Mortgage Partners; No; King of Prussia, PA; Commercial mortgages & Home equity lines of credit; Partner; 10/2024; 2/ HRS MO; 2/ HRS MO
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-06-04 |
| S63 | Uniform Securities Agent State Law Examination | 2004-05-14 |
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