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85 S. Main St Suite 203, Yardley, PA 19067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-10-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jrw Financial Llc | Philadelphia | PA | 11/2012 | 12/2016 |
| Defense Logistics Agency | Philadelphia | PA | 03/2010 | 01/2017 |
| Apex Financial Advisors, Inc. | Yardley | PA | 01/2017 | Present |
| Weidenburner Legacy Law, Pllc | Warminster | PA | 07/2025 | Present |
| Aeternitas Investment Management, Llc | Yardley | PA | 09/2025 | Present |
Managing member of Weidenburner Legacy Law, PLLC, an estate planning law practice. Begin date July 2025. 5 hours per month. None during securities trading hours. Sole member and attorney. Currently COO/CIO of Apex Financial Advisors, Inc., an SEC registered investment adviser, for which I am an IAR. 85 S. Main St, Yardley PA 19067. Investment-related business to which I commit 40 hours per week, including during securities trading hours, and for which I manage operations and oversee investment activities. Begin date January 2017.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-02-01 |
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