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Current Employers
Grandview Asset Management Llc

4200 Crums Mill Road Floor 2, Harrisburg, PA 17112 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-04-28
  • PA RA
    APPROVED
    Since 2024-04-28

Branch Locations

4200 Crums Mill Road Floor 2, Harrisburg, PA 17112 • 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
Unemployed Palmyra PA 09/2016 05/2017
Hershey Entertainment And Resorts Hershey PA 06/2017 05/2018
Temple University Philadelphia PA 06/2018 05/2022
Hershey Entertainment And Resorts Hershey PA 02/2020 07/2020
Grandview Asset Management Harrisburg PA 06/2018 08/2022
Grandview Asset Management Harrisburg PA 08/2022 Present
Bishop Mcdevitt High School Harrisburg PA 06/2014 05/2018
Purshe Kaplan Sterling Investments Albany NY 08/2022 Present
  • 09/2016 → 05/2017
    Unemployed
    Palmyra, PA
  • 06/2017 → 05/2018
    Hershey Entertainment And Resorts
    Hershey, PA
  • 06/2018 → 05/2022
    Temple University
    Philadelphia, PA
  • 02/2020 → 07/2020
    Hershey Entertainment And Resorts
    Hershey, PA
  • 06/2018 → 08/2022
    Grandview Asset Management
    Harrisburg, PA
  • 08/2022 → Present
    Grandview Asset Management
    Harrisburg, PA
  • 06/2014 → 05/2018
    Bishop Mcdevitt High School
    Harrisburg, PA
  • 08/2022 → Present
    Purshe Kaplan Sterling Investments
    Albany, NY
Other Businesses

A1. Grandview Asset Management LLC 2. Yes 3. 4200 CRUMS MILL ROAD 2nd Floor Harrisburg, PA 17112 4. RIA 5. Associate Advisor 6. Associate Advisor 7. 8/2022 8. 160-175 9. 160-175 10. Associate Advisor. B1. Simplicity Group Holdings 2. Yes 3. 3180 Mathieson Dr. NE Unit 910, Atlanta GA 30305 4. Registered Representative/Insurance Agent 5. 2/3/2023 6. Manage/Monitor Client Annuity Contracts C1. TruChoice Financial Group 2. Yes 3. 400 Hwy 169 South Suite 200 Minneapolis MN 55426 4. Registered Representative/Insurance Agent 5. 2/16/2023 6. Manage/Monito Client Annuity Contracts D1. Ash Brokerage 2. No 3. 888 S. Harrison St. Suite 900 Fort Wayne IN 46802 4. Registered Representative/Insurance Agent 5. 2/20/2024 6. Manage/Monitor Client Insurance Contracts E1. Crump Life Insurance 2. No 3. 4135 North Front Street Harrisburg PA 17110 4. Registered Representative/Insurance Agent 5. 5/12/2023 6. Manage/Monitor Client Insurance Contracts F1. Impact Partnership 2. Yes 3. 1688 White Circle NW, Marietta, GA 30066 4. Registered Representative/Insurance Agent 5. 2/9/2023 6. Manage/Monitor Client Insurance Contracts

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-04-16
S63 Uniform Securities Agent State Law Examination 2023-01-13
  • S65 Uniform Investment Adviser Law Examination
    2024-04-16
  • S63 Uniform Securities Agent State Law Examination
    2023-01-13

View on SEC IAPD

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