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Michael John Falco

Hpm Investment Partners

Collegeville, PA

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Current Employers
Hpm Investment Partners

Collegeville, PA • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-08-19
  • PA RA
    APPROVED
    Since 2026-08-19

Branch Locations

Collegeville, PA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Dimensional Fund Advisors Charlotte NC 06/2016 08/2022
Sax Wealth Advisors, Llc Parsippany NJ 08/2022 01/2023
Falco Wealth Planning Collegeville PA 08/2023 06/2026
Personal Sabbatical/ Career Transition Collegeville PA 01/2023 08/2023
Hpm Investment Partners, Llc Collegeville PA 06/2026 Present
  • 06/2016 → 08/2022
    Dimensional Fund Advisors
    Charlotte, NC
  • 08/2022 → 01/2023
    Sax Wealth Advisors, Llc
    Parsippany, NJ
  • 08/2023 → 06/2026
    Falco Wealth Planning
    Collegeville, PA
  • 01/2023 → 08/2023
    Personal Sabbatical/ Career Transition
    Collegeville, PA
  • 06/2026 → Present
    Hpm Investment Partners, Llc
    Collegeville, PA
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2007-09-25
  • S63 Uniform Securities Agent State Law Examination
    2007-09-25
Designations
Other Names
  • Michael John Falco
  • Mike Falco

View on SEC IAPD

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