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Inactive

Brent Robert Bonstingl

Delaware Wealth Planners

Wilmington, DE

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Current Employers
Delaware Wealth Planners

2301 Pennsylvania Avenue, Wilmington, DE 19806 • United States

Current Registrations

AuthorityCategoryStatusDate
DE RA APPROVED 2021-07-09
  • DE RA
    APPROVED
    Since 2021-07-09

Branch Locations

2301 Pennsylvania Avenue, Wilmington, DE 19806 • 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
Penn Investment Advisors, Inc. Doylestown PA 12/2014 07/2021
Delaware Avenue Wealth Planners, Llc Wilmington DE 01/2013 Present
Delaware Avenue Wealth Planners, Llc Wilmington DE 07/2021 Present
  • 12/2014 → 07/2021
    Penn Investment Advisors, Inc.
    Doylestown, PA
  • 01/2013 → Present
    Delaware Avenue Wealth Planners, Llc
    Wilmington, DE
  • 07/2021 → Present
    Delaware Avenue Wealth Planners, Llc
    Wilmington, DE
Previous Registrations
  • 2015-04-27 → 2021-07-01
    Penn Investment Advisors, Inc.
    Bala Cynwyd, PA
    Wilmington, DE
Other Businesses

Works as an independent insurance agent (fixed products only)

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-04-27
S66 Uniform Combined State Law Examination 2012-03-13
  • S65 Uniform Investment Adviser Law Examination
    2015-04-27
  • S66 Uniform Combined State Law Examination
    2012-03-13

View on SEC IAPD

Other Firms

OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
KINGSVIEW WEALTH MANAGEMENT, LLC
WELLS FARGO CLEARING SERVICES, LLC
PNC WEALTH MANAGEMENT LLC
EDWARD JONES
RAYMOND JAMES & ASSOCIATES, INC.

Other Investors

LORI ANN RUTKOWSKI
ROBERT GEORGE ZIEGLER
GERARD PHILLIPPE VIARS
STEPHEN CRAIG MCDERMOTT
BRENT CHRISTOPHER FUCHS
Michelle Keiko Mullinix
ABBY LEIGH PUBUSKY
Sophie Schroyer

Other Offices

OSAIC WEALTH, INC. · WILMINGTON, DE
STATE FARM INVESTMENT MANAGEMENT CORP. · Wilmington, DE
AMERIPRISE FINANCIAL SERVICES, LLC · Wilmington, DE
KINGSVIEW WEALTH MANAGEMENT, LLC · Wilmington, DE
STATE FARM INVESTMENT MANAGEMENT CORP. · Wilmington, DE
WELLS FARGO CLEARING SERVICES, LLC · WILMINGTON, DE
PNC WEALTH MANAGEMENT LLC · WILMINGTON, DE
EDWARD JONES · WILMINGTON, DE

More in Wilmington, DE

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