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Inactive

Michael W Hart

Adviceonly

New Jersey, NJ

San Diego, CA

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Current Employers
Adviceonly

1455 Frazee Rd, Suite 500, San Diego, CA 92108 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2026-02-19
CA RA APPROVED 2025-03-10
  • NJ RA
    APPROVED
    Since 2026-02-19
  • CA RA
    APPROVED
    Since 2025-03-10

Branch Locations

New Jersey, NJ • United States

1455 Frazee Rd, Suite 500, San Diego, CA 92108 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wawa Food Stored Delran NJ 07/2014 12/2016
Brookstone Capital Management Wheaton IL 03/2022 02/2025
Td Bank Quackerbridge NJ 01/2016 07/2019
Tfg Wealth Management Newtown PA 08/2019 10/2019
Franklin Retirement Solutions Willow Grove PA 11/2019 02/2025
Advice Only San Diego CA 03/2025 Present
  • 07/2014 → 12/2016
    Wawa Food Stored
    Delran, NJ
  • 03/2022 → 02/2025
    Brookstone Capital Management
    Wheaton, IL
  • 01/2016 → 07/2019
    Td Bank
    Quackerbridge, NJ
  • 08/2019 → 10/2019
    Tfg Wealth Management
    Newtown, PA
  • 11/2019 → 02/2025
    Franklin Retirement Solutions
    Willow Grove, PA
  • 03/2025 → Present
    Advice Only
    San Diego, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-02-28
  • S65 Uniform Investment Adviser Law Examination
    2022-02-28
Designations

View on SEC IAPD

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