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820 Township Line Road Suite 100, Yardley, PA 19067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-03-25 |
| NJ | RA | APPROVED | 2010-04-01 |
Branch Locations
820 Township Line Road Suite 100, Yardley, PA 19067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ventura Wealth Management | Ewing | NJ | 03/2010 | Present |
| American Portfolios Financial Services, Inc. | Ewing | NJ | 04/2010 | 10/2024 |
| Osaic Wealth, Inc. | Yardley | PA | 10/2024 | 04/2025 |
1. SELF EMPLOYED, FREELANCE WRITER, NON-FINANCIAL SUBJECTS, 10 HRS/MONTH, NOT SECURITIES HRS, START 10/1/2007. 2. Point Pleasant Beach Public Education Foundation. Fundraising and management. Trustee Emeritus, 0% ownership. NOn-profit. Not securities related. Start date 9/2015. 20 hours devoted per month, 4 hours during market hours. 3. HROI, LLC / Private Equity Inv Research Co. Investment Related, start date 10/2020 zero compensation/ .25hrs mo 4. Ugly Elmer's Delicious Honey, LLC - Owner - Local growth honey and merchandise. Not investment related. 2hours per week/8 hours per month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-09-26 |
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