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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-03-08 |
| PA | RA | APPROVED | 2018-10-23 |
Branch Locations
Philadelphia, PA • United States
550 E Swedesford Rd Ste 240, Wayne, PA 19087 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
**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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-22 |
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