Best Investors Account Sign in
Current Employers
Capital Planning Wealth Management

4505 Saucon Creek Rd. Suite 100, Center Valley, PA 18034 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2023-03-19
  • PA RA
    APPROVED
    Since 2023-03-19

Branch Locations

4505 Saucon Creek Rd. Suite 100, Center Valley, PA 18034 • United States

Private Advisor Group, Llc

305 Madison Avenue, Morristown, NJ 07960 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2022-12-15
  • PA RA
    APPROVED
    Since 2022-12-15

Branch Locations

305 Madison Avenue, Morristown, NJ 07960 • United States

4505 Saucon Creek Road, Ste 100, Center Valley, PA 18034 • 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
Lpl Financial, Llc Center Valley PA 05/2022 Present
Capital Planning Wealth Management Center Valley PA 10/2021 03/2023
Teva Pharmaceuticals West Chester PA 09/2015 10/2021
Private Advisor Group, Llc Morristown NJ 12/2022 Present
Capital Planning Wealth Management Center Valley PA 03/2023 Present
Other Businesses

1) 03/28/2022 - DBA for LPL Business (entity for LPL business) - Capital Planning Wealth Mangement - Investment Related - Center Valley, PA 18034. 2) 05/05/2022 - Private Advisor Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 10/18/2021 - 120 Hours Per Month/120 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 5/2022. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3) 08/29/2025 - LTC Choices, LLC - Investment Related - Non-Variable Insurance - At Reported Business Location(s) - Start Date:04/23/2025 - 5 Hrs/Mth - 5 Hrs During Trading.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2022-12-09
  • S63 Uniform Securities Agent State Law Examination
    2022-12-09
Designations

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Center Valley, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor