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Inactive

Robert Joseph Pedrick

Chartered Advisory Group

Chadds Ford, PA

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Current Employers
Chartered Advisory Group

130 Commons Court, Chadds Ford, PA 19317 • United States

Current Registrations

AuthorityCategoryStatusDate
DE RA APPROVED 2005-12-21
MD RA APPROVED 2005-12-21
PA RA APPROVED 2005-12-21
  • DE RA
    APPROVED
    Since 2005-12-21
  • MD RA
    APPROVED
    Since 2005-12-21
  • PA RA
    APPROVED
    Since 2005-12-21

Branch Locations

130 Commons Court, Chadds Ford, PA 19317 • 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
Chartered Financial Group, Inc Fka Chartered Financial Group Inc Chadds Ford PA 10/2004 Present
Chartered Financial Group, Inc Fka Chartered Financial Group Inc Chadds Ford PA 12/2005 Present
Securities America, Inc. Chadds Ford PA 12/2005 10/2023
  • 10/2004 → Present
    Chartered Financial Group, Inc Fka Chartered Financial Group Inc
    Chadds Ford, PA
  • 12/2005 → Present
    Chartered Financial Group, Inc Fka Chartered Financial Group Inc
    Chadds Ford, PA
  • 12/2005 → 10/2023
    Securities America, Inc.
    Chadds Ford, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-10-17
S63 Uniform Securities Agent State Law Examination 2005-01-28
  • S66 Uniform Combined State Law Examination
    2005-10-17
  • S63 Uniform Securities Agent State Law Examination
    2005-01-28
Other Names
  • Bob Pedrick

View on SEC IAPD

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SMITHBRIDGE ASSET MANAGEMENT, INC.
FOUNDERS FINANCIAL SECURITIES LLC

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Other Offices

DT INVESTMENT PARTNERS, LLC · CHADDS FORD, PA
RBC CAPITAL MARKETS, LLC · CHADDS FORD, PA
KINGSVIEW WEALTH MANAGEMENT, LLC · West Chester, PA
STATE FARM INVESTMENT MANAGEMENT CORP. · Glen Mills, PA
OSAIC WEALTH, INC. · Glen Mills, PA
STATE FARM INVESTMENT MANAGEMENT CORP. · Chadds Ford, PA
CORECAP ADVISORS · Glen Mills, PA
SMITHBRIDGE ASSET MANAGEMENT, INC. · CHADDS FORD, PA

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