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1026 Cromwell Bridge Road Suite 100, Towson, MD 21286 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-09-06 |
Branch Locations
535 N Church Street Ste. 202, West Chester, PA 19380 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guided Wealth Management | West Chester | PA | 09/2018 | Present |
| Martin & Company | Newtown Square | PA | 09/2017 | 09/2018 |
| Snyders-Lane, Inc. | Hanover | PA | 05/2017 | 09/2017 |
| Unemployed | West Chester | PA | 08/2016 | 05/2017 |
| Founders Financial Securities Llc | Towson | MD | 09/2022 | Present |
| Next Financial Group, Inc. | Houston | TX | 09/2020 | 09/2022 |
1) Jesse Colgan; Investment Related; 535 N Church St Ste 202, West Chester PA 19380; Start Date: 10/01/2019; Insurance Agent; 8 Hrs. per month; 6 Hrs. during trading; Sales of Fixed Annuities 2) Guided Wealth Management; Investment Related; 535 N Church St Ste 202 West Chester, PA 19380; Start Date: 05/01/2020; DBA-Registered Support Staff; 160 Hrs. per month; 160 Hrs. during trading; Administrative and Investment advice activities. 3) Next Phase Financial, LLC, Not Investment Related, 535 N Church St, Ste 202 West Chester, PA 19382, Start Date: 10/2024; Consultant; 5 hours per month; 5 hours during trading; business succession and exit planning.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-13 |
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