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Downingtown, PA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-02-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Forethought Distributors, Llc | Berwyn | PA | 12/2014 | 05/2018 |
| Global Atlantic Financial Company | Berwyn | PA | 12/2014 | 05/2018 |
| Vanguard Group | Malvern | PA | 05/2018 | 11/2021 |
| Mclean Asset Management Corporation | Downingtown | PA | 12/2021 | 10/2024 |
| Wealth Enhancement Group | Dowingtown | PA | 02/2025 | 10/2025 |
| Sp Retirement Llc | Downingtown | PA | 01/2026 | Present |
| Unemployed | Downingtown | PA | 11/2024 | 01/2025 |
1) SP Insured Solutions LLC; Investment-related; Same address; Licensed insurance agency; Owner / Licensed Insurance Agent; Insurance sales; Implementation of insurance recommendations; Approx. 10% of time during the month.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-12-09 |
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