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Wagner Wealth Management, Corp. CRD 324196
$149M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
314 S. Main St., Suite A, Conyngham, PA 18219 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-10-03 |
| TX | RA | APPROVED | 2023-09-12 |
Branch Locations
314 S. Main St., Suite A, Conyngham, PA 18219 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Hazelton | PA | 08/2015 | 10/2023 |
| Wagner Wealth Management, Corp. | Sugarloaf | PA | 09/2023 | Present |
| Pks Investments | Albany | NY | 10/2023 | 03/2024 |
| Wagner Wealth Management, Corp. | Sugarloaf | PA | 08/2015 | Present |
| Wagner Wealth Management, Corp. | Sugarloaf | PA | 07/2024 | Present |
1) CRZYPCK HOLDINGS, LLC; INVESTMENT RELATED; HAZLETON,PA; 100% OWNERSHIP; START DATE 03/01/2021; NUMBER OF HOURS PER MONTH 160; NUMBER OF HOURS DURING TRADING 160; PASS THROUGH FOR TAX PURPOSES. 2) Fixed Insurance. Investment Related. At registered location. Fixed/Traditional Insurance. Agent. 10/2023. Hrs/month 5 all during trading hours. Life Insurance, LTC Insurance, Annuities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-06-11 |
| S63 | Uniform Securities Agent State Law Examination | 2012-12-12 |
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