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1056 Route 519, Eighty Four, PA 15330 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2021-09-13 |
| CA | RA | APPROVED | 2021-02-09 |
| TX | RA | APPROVED | 2020-11-04 |
| FL | RA | APPROVED | 2020-04-27 |
| PA | RA | APPROVED | 2013-02-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Asset Wealth Management | Delray Beach | FL | 02/2010 | 09/2021 |
| Mine Marketing Llc | Eighty Four | PA | 06/2008 | 12/2016 |
| Trendscast Financial Llc | Eighty Four | PA | 02/2013 | Present |
| America's Benefit, Inc. | Eighty Four | PA | 07/2013 | Present |
| Marley Financial Services, Inc. | Eighty Four | PA | 12/2016 | Present |
| Maggi Retirement Planning | Eighty Four | PA | 01/2018 | Present |
1)Neil Maggi also has an outside business as an insurance agent through America's Benefit, Inc. He spends no time on those activities during the day and does not consider them his primary business. 2)Marley Financial Services Inc.Neil Louis Maggi will from time to time prepare tax returns for clients as a registered tax preparer. There is a charge for the preparation and filing of the tax return. He only does from January to April and spends very minimal time doing so. 3)Neil Maggi also has an outside business as an insurance agent through Maggi Retirement Planning. He spends no time on those activities during the day and does not consider them his primary business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-10-25 |
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