Vincent Andrew Wible

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2020-01-17
NJ	RA	APPROVED	2019-12-19

Branch Locations

1400 American Blvd, Pennington, NJ 08534 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Pennington	NJ	06/2018	Present
Philly Junk, Inc.	Sellersville	PA	05/2016	06/2018
Defense Logistics Agency	Philadelphia	PA	12/2016	05/2018
Heudia Health	East Stroudsburg	PA	02/2016	05/2017
Bank Of America, N.A.	Pennington	NJ	02/2020	Present

06/2018 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Pennington, NJ
05/2016 → 06/2018

Philly Junk, Inc.

Sellersville, PA
12/2016 → 05/2018

Defense Logistics Agency

Philadelphia, PA
02/2016 → 05/2017

Heudia Health

East Stroudsburg, PA
02/2020 → Present

Bank Of America, N.A.

Pennington, NJ

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-12-17
S63	Uniform Securities Agent State Law Examination	2018-10-23