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Current Employers
Limerick Financial Group, Llc

675 North Lewis Road, Limerick, PA 19468 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2021-08-21
  • PA RA
    APPROVED
    Since 2021-08-21

Branch Locations

675 North Lewis Road, Limerick, PA 19468 • 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
Retro Fitness East Norriton PA 08/2015 12/2019
Norristown Area High School Norristown PA 09/2013 06/2017
Temple University Philadelphia PA 08/2017 05/2021
Merrill Lynch Norristown PA 06/2020 09/2020
Limerick Financial Group Limerick PA 12/2020 Present
  • 08/2015 → 12/2019
    Retro Fitness
    East Norriton, PA
  • 09/2013 → 06/2017
    Norristown Area High School
    Norristown, PA
  • 08/2017 → 05/2021
    Temple University
    Philadelphia, PA
  • 06/2020 → 09/2020
    Merrill Lynch
    Norristown, PA
  • 12/2020 → Present
    Limerick Financial Group
    Limerick, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-08-21
  • S65 Uniform Investment Adviser Law Examination
    2021-08-21

View on SEC IAPD

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