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West Chester, PA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2017-06-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Harbor Financial Services, Llc | Mobile | AL | 03/2009 | 05/2017 |
| Grace Financial Advisors Llc | Newtown Square | PA | 04/2017 | Present |
| Timothy W. Slothower Dba Grace Financial Advisors | Newtown Square | PA | 02/2009 | 05/2017 |
(1) 2005-Present: Insurance Agent/Insurance Related/Newtown Square, PA/Independent insurance agent/Offer insurance products & services via unaffiliated issuers & agencies/Involves 10% time each month, including during trading hours.//(2) 2014-Present: Keener Kraftsmen LLC/Not Investment Related/Royersford, PA/CFO-Maintain financials & other business records/General contracting services/Buy existing homes, upgrade and resell them. Advisory firm clients not solicited about this business/Involves five percent time each month, including during trading hours.//
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-09-13 |
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