Stephen Jeffey Musser

Current Employers

Employment History

• 08/2011 → 02/2025
  Concourse Financial Group Securities Inc
  Willow Street, PA
• 09/2011 → 02/2025
  Concourse Financial Group Securities Inc
  Willow Street, PA
• 08/2011 → Present
  (Dba) Vision Financial Services
  Willow Street, PA
• 06/2014 → Present
  Covenant Cpa Llc
  Willow Street, PA
• 02/2025 → Present
  Cetera Wealth Services, Llc
  Willow Street, PA
• 02/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2011-09-22 → 2025-02-20
  Concourse Financial Group Securities, Inc.
  Etters, PA
  Willow Street, PA
  Ephrata, PA
  Birmingham, AL

Other Businesses

(dba) VISION FINANCIAL GROUP LLC; Investment Related; 2733 Willow Street Pike, Willow Street, PA 17584; Financial Advisor/Member; Start Date 08/2011; 20 hours per month with all of those hours per month occurring during trading hours; Manages his clients' financial assets, builds portfolios, recommends asset allocations, and prepares necessary account documents. >> PONY EXPRESS FOODS LLC; Non-Investment Related;1016 W Main Street, Blue Ball, PA 17506; Other; Member; Attend management meetings. >> COVENANT CPA LLC; Non-Investment Related; 2733 Willow Street Pike, Willow Street, PA 17584; CPA Firm; Owner/CPA; Start Date 10/2009; 160 hours per month with 7 of those hours occurring during trading hours; Preparation of personal and business income tax and compilation of financial statements. >> KIDS EXPRESS PRESCHOOL; Non-Investment Related; 300 Willow Valley Square, Lancaster, PA 17602; Non-Profit Pre-School; Board Member; Start Date 05/2013; 5 hours per month with no hours occurring during trading hours; Attend board meetings, vote of board issues, prepare budget. >> FRIENDS OF THE WEST LAMPETER TOWNSHIP POLICE; Non-Investment Related; 131 River Bend Park, Lancaster, PA 17602; Non-Profit; Board Member; Start Date 09/2010; 1 hour per month during trading hours; Attend board meetings and make management decisions. >> RENTAL PROPERTY; Non-Investment Related; Willow Street, PA; Rental Property (2); Owner; Start Date 01/2021; 5 hours per month with 1 of those hours per month occurring during trading hours; Spouse and I own two properties one of which is rented to my CPA firm and the other is rented to a tenant. I locate and select tenants for that one property, collect rent and coordinate any repairs needed to the structure. >> VISION FINANCIAL SERVICES LLC (VFS LLC); Investment Related; Willow Street, PA; Investment Services; Financial Advisor/Member; Start Date 08/2011; 20 hours per month with those 20 hours per month occurring during trading hours; Business entity thru which I offer/provide financial services, help clients manage their financial assets including retirement accounts and non-qualified accounts, build portfolios and recommends asset allocations, and prepare necessary documents to establish accounts and process disbursement requests. >> QUALIFIED INTERMEDIARY; Investment Related; Residence; Other; Proprietor; Start Date 01/2021; 5 hours per month with those 5 hours per month occurring during trading hours; Qualified Intermediary does not invest funds or select real estate - only holds funds on behalf of the exchanger until the exchanger completes the transaction. Qualified Intermediary cannot be affiliated in any way with the exchanger, therefore none of the exchangers are nor can be my broker dealer clients nor Covenant CPA clients. >> POA; Non-Investment Related; Lancaster, PA; Other; POA (Power of Attorney); Start Date 08/2024; No hours per month; Serve as power of attorney for my father.

Exams

• S66 Uniform Combined State Law Examination
  2011-08-31

Other Names

• Stephen Jeffrey Musser