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Thomas Marchozzi

Pinnacle Strategic Wealth Management, LLC.

King Of Prussia, PA

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Current Employers
Pinnacle Strategic Wealth Management, Llc.

630 Freedom Business Center Third Floor, King Of Prussia, PA 19406 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2011-02-24
  • PA RA
    APPROVED
    Since 2011-02-24

Branch Locations

630 Freedom Business Center Third Floor, King Of Prussia, PA 19406 • 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
Ids Life Insurance Company W. Conshohocken PA 03/2005 Present
Pinnacle Strategic Wealth Management, Llc. Pottstown PA 02/2011 Present
Previous Registrations
Other Businesses

FIXED INSURANCE PRODUCTS: LIFE, DISABILITY, ANNUITIES AND LTC.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-07-20
  • S66 Uniform Combined State Law Examination
    2005-07-20
Other Names
  • Thomas Marchozzi
  • Thomas Nmn Marchozzi

View on SEC IAPD

Other Firms

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LPL FINANCIAL LLC
CERTIOR FINANCIAL GROUP, LLC
MAGUIRE INVESTMENTS LLC
JURA INVESTMENTS, LLC
APOLLON FINANCIAL, LLC
BANKERS LIFE ADVISORY SERVICES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.

Other Investors

ANDREW LEE COOPER
Rebecca Michelle Drexler-Bleivik
Peter Munley
BENJAMIN JAMES SCHLEICHER
Rijo Abraham Reji
Kristen Voigtsberger
Simon F Crew
AVI NO MIDDLE NAME KANTOR

Other Offices

COOPER EAGLE, LLC · KING OF PRUSSIA, PA
LPL FINANCIAL LLC · KING OF PRUSSIA, PA
CERTIOR FINANCIAL GROUP, LLC · KING OF PRUSSIA, PA
MAGUIRE INVESTMENTS LLC · KING OF PRUSSIA, PA
JURA INVESTMENTS, LLC · KING OF PRUSSIA, PA
APOLLON FINANCIAL, LLC · King of Prussia, PA
LPL FINANCIAL LLC · KING OF PRUSSIA, PA
BANKERS LIFE ADVISORY SERVICES, INC. · KING OF PRUSSIA, PA

More in King Of Prussia, PA

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