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Mechanicsburg, PA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-10-18 |
Branch Locations
100 Sterling Parkway Suite G20, Mechanicsburg, PA 17050 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 05/2012 | 11/2023 |
| Northwestern Mutual Investment Services, Llc | Chambersburg | PA | 12/2012 | 11/2023 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 01/2016 | 11/2023 |
| Seaside Wealth Advisors | Mechanicsburg | PA | 02/2024 | 10/2024 |
| Seaside Wealth Advisors | Mechanicsburg | PA | 10/2024 | Present |
1. MAY EARN COMMISSIONS FROM INSURANCE COMPANIES NOT AFFILIATED WITH Seaside Wealth FOR SALES OF NON-VARIABLE LIFE, HEALTH, ANNUITY AND/OR DISABILITY INCOME INSURANCE PRODUCTS. 2. 401 N 20TH PLACE, BRADENTON, FLORIDA, 34217, UNITED STATES OF AMERICA, INVESTMENT PROPERTY, 100% OWNER, START DATE: 8/23/2021, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, NONE 3. JENKINS HOLDINGS LLC, MECHANICSBURG, PENNSYLVANIA, Investment related INVESTMENT PROPERTY, 100% OWNER, START DATE: 08/23/2022, HOURS PER MONTH: 6-20, HOURS DURING SECURITIES TRADING HOURS: 6-20, INVESTMENT-RELATED. None 4. Topsul Development LLC MECHANICSBURG, PENNSYLVANIA, Holding company for investment properties. Investment related. 50% Owner Start date: 11/05/2024, 10 hours a month, 5 during trading hours. Investment related. NONE- PASSIVE OWNER WITH A PROPERTY MANAGEMENT COMPANY IN PLACE 5. Opes Capital Manager LLC, investment related, Camphill, PA. Manager of Opes Capital LLC, VP, Investor Relations. Feb 2025, 15 hours per month all during trading hours. Josh guides clients through the investment process, ensuring alignment of their vision, values, and goals with the firm's objectives.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-01-13 |
| S63 | Uniform Securities Agent State Law Examination | 2013-02-09 |
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