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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-08-10 |
Branch Locations
620 W Germantown Pike Ste 170, Plymouth Meeting, PA 19462 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Minnesota Life Insurance Company | St Paul | MN | 04/2019 | 08/2023 |
| Securian Financial Services Inc | St Paul | MN | 04/2019 | 08/2023 |
| Delaware Valley Advisors Llc | Huntingdon Valley | PA | 04/2019 | Present |
| University Of Pennsylvania | Philadelphia | PA | 07/2016 | Present |
| Cetera Wealth Services, Llc | Plymouth Meeting | PA | 08/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2023 | Present |
| Attainable Real Estate Iq Llc | Cheltenham | PA | 11/2024 | Present |
| Raines And Simpson Investments Company Dba Rising Sun Pizza | Philadelphia | PA | 02/2023 | Present |
1) DELAWARE VALLEY ADVISORS POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 06/01/2019 ADDRESS: , Huntingdon Valley PA , United States DESCRIPTION: Agent/Broker 2) RENTAL PROPERTIES POSITION: Owner NATURE: Rental Property INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/13/2022 ADDRESS: 307 W Spencer Street, Philadelphia PA 19120, United States DESCRIPTION: I will manage a rental property I own. 3) RISING SUN PIZZA & GRILL POSITION: Owner NATURE: Food/Beverage Service INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 04/11/2023 ADDRESS: 6919 Rising Sun Ave, Philadelphia PA 19111, United States DESCRIPTION: Rising Sun Pizza is a delivery, carryout and dine in pizzeria in Northeast Philadelphia. I am the owner of this business. My wife Elvie Raines is the general manager and runs the business day to day. I only help with the books and advertising. 4) NAME OF OTHER BUSINESS: WEALTHBRIDGE FINANCIAL , INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 10/2023, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 5) NAME OF OTHER BUSINESS: ATTAINABLE REAL ESTATE IQ LLC, INVESTMENT RELATED: NO, ADDRESS: 425 JEFFERSON AVE, CHELTENHAM, PA 19012, NATURE OF BUSINESS: REAL ESTATE, START DATE: 11/2024, POSITION/TITLE/RELATIONSHIP: OWNER, LESS THAN ONE HOUR PER WEEK, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: PURCHASE AND HOLD REAL ESTATE; 6) NAME OF OTHER BUSINESS: RAINES AND SIMPSON INVESTMENTS COMPANY DBA RISING SUN PIZZA INVESTMENT RELATED: NO ADDRESS: 6919 RISING SUN AVE PHILADELPHIA PA 19111 NATURE OF BUSINESS: FOOD SERVICE/ PIZZA PLACE START DATE: 2/2023 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: I OWN THE BUSINESS BUT MY WIFE RUNS THE DAY TO DAY. I HELP WHEN NEEDED.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-06-27 |
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