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555 E North Lane Suite 6075, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-05-13 |
| PA | RA | APPROVED | 2022-03-14 |
| TX | RA | APPROVED | 2022-03-14 |
Branch Locations
555 E North Lane Suite 6075, Conshohocken, PA 19428 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mariaca Wealth Management, Llc | Lake Worth | FL | 07/2018 | 10/2018 |
| Rtd Financial Advisors, Inc. | Philadelphia | PA | 05/2016 | 06/2018 |
| Wealthfd Llc | Conshohocken | PA | 10/2018 | Present |
1) Partner; MortgageFD LLC; Investment Related: Yes; Location: 555 E North Lane, Suite 6075 Conshohocken, PA, 19428; Description of the business: Independent mortgage brokerage.; Responsibilities Duties: Management & Oversight; Start date with business: 2021-10-15; Mortgage Brokerage; 1; .30; 2) Accountant, TaxFD LLC; Not Investment Related; 555 E North Lane, Suite 6075 Conshohocken, PA, 19428; Affiliated accounting firm; Accounting and Tax Preparation; 15; 10 3) Dentist Exchange LLC, Not Investment Related; 555 E North Lane, Suite 6075 Conshohocken, PA, 19428; Consulting, M&A, Valuation, Succession Planning, Recruiting, Consultant; Owner; October 1, 2025; 20; 10;
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