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Mary Elizabeth Mcclennen-Glica

Vermillion & White Wealth Management Group

Phoenixville, PA

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Current Employers
Vermillion & White Wealth Management Group

521 Kimberton Road, Phoenixville, PA 19460 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2021-07-16
  • PA RA
    APPROVED
    Since 2021-07-16

Branch Locations

521 Kimberton Road, Phoenixville, PA 19460 • 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
National Planning Corporation El Segundo CA 10/2014 11/2017
Lpl Financial Llc Harleysville PA 11/2017 08/2019
Voya Financial Advisors, Inc. Sanatoga PA 08/2019 09/2019
Lpl Financial Llc Harleysville PA 10/2019 02/2021
Vermillion & White Wealth Management Group, Llc Phoenixville PA 02/2021 Present
  • 10/2014 → 11/2017
    National Planning Corporation
    El Segundo, CA
  • 11/2017 → 08/2019
    Lpl Financial Llc
    Harleysville, PA
  • 08/2019 → 09/2019
    Voya Financial Advisors, Inc.
    Sanatoga, PA
  • 10/2019 → 02/2021
    Lpl Financial Llc
    Harleysville, PA
  • 02/2021 → Present
    Vermillion & White Wealth Management Group, Llc
    Phoenixville, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-05-17
S63 Uniform Securities Agent State Law Examination 2013-10-09
  • S65 Uniform Investment Adviser Law Examination
    2021-05-17
  • S63 Uniform Securities Agent State Law Examination
    2013-10-09
Other Names
  • Mary E Mcclennen-Meredith
  • Mary E Meredith
  • Mary Elizabeth Mcclennen

View on SEC IAPD

Other Firms

OSAIC WEALTH, INC.
LPL FINANCIAL LLC
BARNSTONE ADVISORS LLC
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
BOUVEL INVESTMENT PARTNERS, LLC
AMERITAS ADVISORY SERVICES, LLC

Other Investors

JULIA A BRUFKE WENGER
SEAN K OSBORN
Liam Joseph DiFonzo
Derrick J Arnold
ANTHONY LEE NICOLAI
ALFRED DAVID BARBATO
PATRICIA MARKELL MCHUGH
John Aneser

Other Offices

OSAIC WEALTH, INC. · PHOENIXVILLE, PA
LPL FINANCIAL LLC · PHOENIXVILLE, PA
BARNSTONE ADVISORS LLC · PHOENIXVILLE, PA
BARNSTONE ADVISORS LLC · PHOENIXVILLE, PA
J.P. MORGAN SECURITIES LLC · Phoenixville, PA
STATE FARM INVESTMENT MANAGEMENT CORP. · Phoenixville, PA
CETERA INVESTMENT ADVISERS LLC · PHOENIXVILLE, PA
BOUVEL INVESTMENT PARTNERS, LLC · PHOENIXVILLE, PA

More in Phoenixville, PA

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