Inactive

Martina Ann Pfeuffer

Haverford Financial Services, Inc.

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Current Employers

Haverford Financial Services, Inc.

Three Radnor Corporate Center Suite 450, Radnor, PA 19087-4580 • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2026-05-26

PA RA
APPROVED

Since 2026-05-26

Branch Locations

Three Radnor Corporate Center Suite 450, Radnor, PA 19087-4580 • 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

Organization	City	State	From	To
Haverford Financial Services, Inc.	Radnor	PA	05/2026	Present
The Haverford Trust Company	Radnor	PA	05/2026	Present
Wells Fargo Clearing Services, Llc	Wayne	PA	08/2010	06/2018
Citizens Securities, Inc.	Fort Washington	PA	06/2018	01/2020
Affinity Wealth Management Llc	Wilmington	DE	05/2024	05/2026
Clarfeld Financial Advisors, Llc	Fort Washington	PA	12/2019	05/2024

05/2026 → Present

Haverford Financial Services, Inc.

Radnor, PA
05/2026 → Present

The Haverford Trust Company

Radnor, PA
08/2010 → 06/2018

Wells Fargo Clearing Services, Llc

Wayne, PA
06/2018 → 01/2020

Citizens Securities, Inc.

Fort Washington, PA
05/2024 → 05/2026

Affinity Wealth Management Llc

Wilmington, DE
12/2019 → 05/2024

Clarfeld Financial Advisors, Llc

Fort Washington, PA

Previous Registrations

2024-05-23 → 2026-05-11

Affinity Wealth Management Llc

Wilmington, DE
2019-12-11 → 2024-05-06

Citizens Private Wealth

Tarrytown, NY

Fort Washington, PA
2019-12-11 → 2020-01-08

Citizens Securities, Inc.

Conshohocken, PA

Boston, MA

Washington, PA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2019-11-22
S63	Uniform Securities Agent State Law Examination	2011-06-08

S65 Uniform Investment Adviser Law Examination

2019-11-22
S63 Uniform Securities Agent State Law Examination

2011-06-08

Designations

Other Names

Martina A Pfeuffer
Martina Ann Pfeuffer
Martina Ann Jacono
Martina Jacono
Martina Pfeuffer

View on SEC IAPD

Other Firms

NORDWAND ADVISORS

ALTERRA IOS MANAGER, LLC

LINCOLN FINANCIAL INVESTMENTS CORPORATION

WICK CAPITAL PARTNERS, LLC

NORDWAND INVESTMENTS, LLC

PRESILIUM PRIVATE WEALTH, LLC

Other Investors

GERALD JOSHUA KANE

CHRISTOPHER MICHAEL BOYLE

DOUGLAS HENRY DELONG

THEODORE WESLEY BROOKS

PATRICK JOSEPH MCGINNIS

Connor Drew Martin

JAMES FRANCIS MARTIN

Other Offices

NORDWAND ADVISORS · RADNOR, PA

MCADAM LLC · RADNOR, PA

ALTERRA IOS MANAGER, LLC · RADNOR, PA

LINCOLN FINANCIAL INVESTMENTS CORPORATION · RADNOR, PA

WICK CAPITAL PARTNERS, LLC · WAYNE, PA

NORDWAND INVESTMENTS, LLC · RADNOR, PA

V3LIMITED LLC · RADNOR, PA

PRESILIUM PRIVATE WEALTH, LLC · RADNOR, PA

More in Radnor, PA

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