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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-10-16 |
Branch Locations
1100 Quarry Commons Drive, Yardley, PA 19067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Strack Associates Inc | Yardley | PA | 10/2012 | Present |
| Lpl Financial, Llc | Yardley | PA | 06/2016 | 10/2023 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 10/2023 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 10/2023 | Present |
| Bcwm Realty Group Llc | Yardley | PA | 10/2023 | Present |
| Bucks County Wealth Management Llc | Yardley | PA | 01/2023 | Present |
| Calculating Destiny Llc | Yardley | PA | 10/2021 | Present |
1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 12/2013 APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS FIXED INSURANCE PRODUCTS 2. NAME OF OTHER BUSINESS: STRACK ASSOCIATES INC INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: INCOME TAX PREPARATION/BOOKKEEPING START DATE: 10/2012 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 30 APX NUMBER OF HOURS DURING TRADING HOURS: 4 BRIEF DESCRIPTION OF DUTIES: INCOME TAX PREPARATION/BOOKKEEPING 3. NAME OF OTHER BUSINESS: BCWM REALTY GROUP LLC INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: COMMERCIAL REAL ESTATE START DATE: 08/2023 POSITION/TITLE/RELATIONSHIP: PARTNER APX NUMBER OF HOURS PER WEEK: NONE APX NUMBER OF HOURS DURING TRADING HOURS: NONE BRIEF DESCRIPTION OF DUTIES: BCWM REALTY GROUP LLC IS THE OWNER OF A NEW OFFICE BUILDING OF WHICH RENT WILL BE PAID TO THE ENTITY. 4. NAME OF OTHER BUSINESS: BUCKS COUNTY WEALTH MANAGEMENT LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 01/2023 POSITION/TITLE/RELATIONSHIP: PARTNER APX NUMBER OF HOURS PER WEEK: 35 APX NUMBER OF HOURS DURING TRADING HOURS: 5 BRIEF DESCRIPTION OF DUTIES: I AM A FINANCIAL ADVISOR 5. NAME OF OTHER BUSINESS: CALCULATING DESTINY LLC INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: TAX / ACCOUNTING SERVICES START DATE: 10/2021 POSITION/TITLE/RELATIONSHIP: PARTNER APX NUMBER OF HOURS PER WEEK: 2 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: I OVERSEE BOOKKEEPERS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-01-12 |
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