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Nicholas Joel King

Targeted Financial Planning LLC

East Stroudsburg, PA

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Current Employers
Targeted Financial Planning Llc

East Stroudsburg, PA • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-01-11
  • PA RA
    APPROVED
    Since 2024-01-11

Branch Locations

East Stroudsburg, PA • 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
Bloomsburg University Bloomsburg PA 08/2016 05/2020
Bdo Columbus OH 10/2020 03/2021
Sei Oaks PA 07/2022 03/2023
Financial Research Associates, Inc. Bala-Cynwyd PA 03/2023 01/2024
Tjb Wealth Management Llc Spring City PA 01/2024 Present
Pinnacle Financial Planning Llc Weatherly PA 05/2018 08/2022
  • 08/2016 → 05/2020
    Bloomsburg University
    Bloomsburg, PA
  • 10/2020 → 03/2021
    Bdo
    Columbus, OH
  • 07/2022 → 03/2023
    Sei
    Oaks, PA
  • 03/2023 → 01/2024
    Financial Research Associates, Inc.
    Bala-Cynwyd, PA
  • 01/2024 → Present
    Tjb Wealth Management Llc
    Spring City, PA
  • 05/2018 → 08/2022
    Pinnacle Financial Planning Llc
    Weatherly, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-12-29
  • S65 Uniform Investment Adviser Law Examination
    2023-12-29

View on SEC IAPD

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