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301 East Germantown Pike Ste 201, East Norriton, PA 19401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2017-04-10 |
Branch Locations
301 East Germantown Pike Ste 201, East Norriton, PA 19401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hj Wealth Management Llc | Plymouth Meeting | PA | 01/2005 | 04/2017 |
| Mutual Securities, Inc. | Camarillo | CA | 05/2016 | 09/2016 |
| Meridian Wealth Partners, Llc | Plymouth Meeting | PA | 04/2017 | Present |
1. Independent Insurance Agent, Sole Proprietor, Start: 2009, 1000 Germantown Pike Ste. H1 Plymouth Meeting, PA 19462, Insurance Agency/Agent, Not investment related, 1 hour per month, <1 hour per day during trading hours. 3. Array Financial, A Division of WSFS Bank, FSB, Corporation, Start 01/2013, 510 W. Lancaster Avenue Haverford, PA 19041, Banking & Mortgages/Loan Originator, 4-5 hours per month, <1 hour per day during trading hours. 3. Pension Plan Consultants, LLC, Start: 01/2008, 1000 Germantown Pike Ste. H1 Plymouth Meeting, PA 19462, Third Party Administrator for Pension Plans/Consultant, 6 hours per month, <1 hour per day during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-05-01 |
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