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12 Terry Drive Suite 203, Newtown, PA 18940 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2013-12-04 |
| PA | RA | APPROVED | 2013-08-30 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Innova Wealth Partners, Llc | Newtown | PA | 08/2013 | Present |
Mr. William Bromley is a licensed insurance agent with Innova Settlement Services, LLC ("IWP"). From time to time, he will offer clients products from those activities. Clients should be aware that these services pay compensation and involve a conflict of interest, as commissionable products conflict with the fiduciary duties of a registered investment adviser. IWP always acts in the best interest of the client. Clients are in no way required to purchase any product or service through any representative of IWP in such individual's capacities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-08-21 |
| S63 | Uniform Securities Agent State Law Examination | 2005-03-04 |
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