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S Valley Hwy 8310, Englewood, CO 80112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-01-06 |
| PA | RA | APPROVED | 2018-04-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealth Advocate Investment Group | King Of Prussa | PA | 06/2007 | Present |
| Pollock Advisory Group, Inc. | King Of Prussia | PA | 07/2015 | 04/2018 |
| Wealth Watch Advisors | Englewood | PA | 04/2018 | Present |
INSURANCE COMPANY AGENT- RECEIVE COMMISSION FROM VARIOUS INSURANCE COMPANY RELATED PRODUCT SALES. Refers selected clients to select providers for non-traditional investments. This activity is separate and separate and distinct from his duties with Wealth Watch Advisors. Refers business owners to accountants and related specialists for various tax related services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-01-03 |
| S63 | Uniform Securities Agent State Law Examination | 2007-08-29 |
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