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999 West Chester Pike Suite 202, West Chester, PA 19382 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2019-10-28 |
Branch Locations
999 West Chester Pike Suite 202, West Chester, PA 19382 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usa Financial Securities | Ada | MI | 09/2018 | Present |
| Market Street Wealth Management Llc | West Chester | PA | 01/2015 | Present |
| Market Street Financial Group | West Chester | PA | 01/2015 | Present |
1) MARKETSTREET WEALTH MANAGEMENT - 999 WEST CHESTER PIKE, SUITE 202, WEST CHESTER, PA 19382. START DATE 01/05/2015. FINANCIAL PLANNING. BUSINESS COORDINATOR. ASSIST ADVISORS WITH CLIENT SERVICES. INVESTMENT RELATED. 160 HOURS PER MONTH DEVOTED TO BUSINESS. 130 HOURS PER MONTH DEVOTED DURING SECURITIES TRADING HOURS. 2) VOGT FINANCIAL - 999 WEST CHESTER PIKE, SUITE 202, WEST CHESTER, PA 19382. STARTED 04/20/2016. FINANCIAL PLANNING. SUPPORT. ASSIST WITH SPECIAL PROJECTS AS REQUESTED. INVESTMENT RELATED. 20 HOURS PER MONTH DEVOTED TO BUSINESS. 20 HOURS PER MONTH DEVOTED DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-02-11 |
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