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Current Employers
Principal Securities, Inc.

711 High Street, Des Moines, IA 50392 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2021-03-08
PA RA APPROVED 2018-10-23
  • TX RA
    APPROVED_RES
    Since 2021-03-08
  • PA RA
    APPROVED
    Since 2018-10-23

Branch Locations

Philadelphia, PA • United States

550 E Swedesford Rd Ste 240, Wayne, PA 19087 • 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
Principal Life Insurance Company Wayne PA 08/2018 Present
Principal Securities Inc Wayne PA 08/2018 Present
Rubin Fortunato & Harbison Paoli PA 09/2017 08/2018
Studying For Bar Exam Villanova PA 06/2015 08/2017
Education Villanova PA 08/2010 05/2017
Rubin Fortunato & Harbison Paoli PA 02/2016 04/2017
Financial Advisors Of Delaware Valley Wayne PA 09/2018 03/2023
Laudadio Wealth Management Group Wayne PA 10/2021 Present
  • 08/2018 → Present
    Principal Life Insurance Company
    Wayne, PA
  • 08/2018 → Present
    Wayne, PA
  • 09/2017 → 08/2018
    Rubin Fortunato & Harbison
    Paoli, PA
  • 06/2015 → 08/2017
    Studying For Bar Exam
    Villanova, PA
  • 08/2010 → 05/2017
    Education
    Villanova, PA
  • 02/2016 → 04/2017
    Rubin Fortunato & Harbison
    Paoli, PA
  • 09/2018 → 03/2023
    Financial Advisors Of Delaware Valley
    Wayne, PA
  • 10/2021 → Present
    Laudadio Wealth Management Group
    Wayne, PA
Other Businesses

**Fixed Insurance; Investment Related; Wayne, PA; Agent; fixed life, LTC, DI, Annuities, Group Benefits; Start Date: 06/27/2019; 2 hrs per month; during trading hours. **LAUDADIO WEALTH MANAGEMENT LLC POSITION: Co-Owner NATURE: LLC established for operational purposes and to be recognized by Principal as a formal partnership INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/30/2021 ADDRESS: 550 E Swedesford Rd, Ste 240, Wayne PA 19087, United States DESCRIPTION: This is simply a formal partnership for centralizing business expenses and operational matters. The origins of this stem from Principal's incentives to create a formal partnership for certain benefits and recognitions. While we co-brand with Principal, the only activities related to the LLC are operational. We do not have any other business ventures or use the LLC for any other purpose then our regular Principal-related activities.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-10-22
  • S66 Uniform Combined State Law Examination
    2018-10-22
Designations
Other Names
  • Gregory Thomas Laudadio
  • Greg Laudadio
  • Gregory Laudadio

View on SEC IAPD

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